+99.0%
SIMO vs GRMN
+44.3%
+54.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -1.1% | -4.5% | -5.5% |
| 7D | +4.1% | -0.9% | +5.0% | +4.3% |
| 30D | -24.0% | +1.2% | -25.2% | -24.1% |
| 3M | -31.8% | -8.9% | -22.9% | -31.0% |
| 6M | -36.9% | +23.0% | -59.9% | -39.9% |
| YTD | +84.8% | +41.2% | +43.6% | +64.9% |
| 1Y | +99.0% | +47.5% | +51.5% | +70.7% |
| All | +99.0% | +44.3% | +54.7% | +70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling