+460.8%
SYY vs GRMN
+6,655.2%
-6,194.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.3% |
| 7D | -2.3% | -2.9% | +0.6% | -1.8% |
| 30D | -4.9% | -8.4% | +3.5% | -3.4% |
| 3M | +8.4% | +15.0% | -6.6% | +5.1% |
| 6M | -7.4% | +11.2% | -18.6% | -9.6% |
| YTD | +11.0% | +37.7% | -26.7% | +3.8% |
| 1Y | -0.2% | +18.5% | -18.7% | -4.3% |
| 3Y | +23.8% | +175.8% | -152.0% | -1.1% |
| 5Y | +18.1% | +75.1% | -57.0% | +2.0% |
| 10Y | +94.6% | +637.0% | -542.4% | +32.5% |
| All | +460.8% | +6,655.2% | -6,194.4% | +160.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded GRMN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling