+236.3%
SIMO vs GRMN
+16.1%
+220.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.3% | +3.4% | +2.4% |
| 7D | +14.5% | -1.4% | +15.9% | +14.9% |
| 30D | +20.4% | -13.1% | +33.5% | +24.4% |
| 3M | +7.1% | +14.9% | -7.8% | +1.8% |
| 6M | +129.2% | +13.1% | +116.1% | +119.6% |
| YTD | +201.9% | +35.3% | +166.7% | +162.6% |
| All | +236.3% | +16.1% | +220.3% | +203.3% |
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