+3,365.1%
SIMO vs GRMN
+2,353.8%
+1,011.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | -0.1% | +8.8% | +8.7% |
| 7D | +4.2% | -2.9% | +7.1% | +5.5% |
| 30D | +4.1% | -8.4% | +12.5% | +7.9% |
| 3M | -12.9% | +15.0% | -27.9% | -19.0% |
| 6M | +110.3% | +11.2% | +99.1% | +97.9% |
| YTD | +178.6% | +37.7% | +140.9% | +138.8% |
| 1Y | +220.0% | +18.5% | +201.5% | +191.6% |
| 3Y | +409.0% | +175.8% | +233.2% | +212.5% |
| 5Y | +277.3% | +75.1% | +202.2% | +176.0% |
| 10Y | +506.6% | +637.0% | -130.4% | +136.1% |
| All | +3,365.1% | +2,353.8% | +1,011.2% | +568.3% |
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 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