+528.8%
SIMO vs GRMN
+633.1%
-104.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.4% |
| 7D | +14.6% | +0.2% | +14.4% | +14.5% |
| 30D | +6.2% | -11.3% | +17.5% | +11.4% |
| 3M | +3.6% | +17.7% | -14.2% | -4.5% |
| 6M | +130.8% | +14.2% | +116.6% | +115.7% |
| YTD | +195.8% | +37.0% | +158.7% | +154.8% |
| 1Y | +225.0% | +17.0% | +208.0% | +198.5% |
| 3Y | +452.3% | +183.2% | +269.1% | +230.7% |
| 5Y | +303.6% | +77.3% | +226.3% | +200.6% |
| 10Y | +528.8% | +630.9% | -102.1% | +145.6% |
| All | +528.8% | +633.1% | -104.4% | +145.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling