+43.4%
SMH vs GRMN
+40.7%
+2.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +6.5% | -9.3% | -4.0% |
| 7D | -11.2% | +6.1% | -17.3% | -12.2% |
| 30D | -20.4% | +1.3% | -21.7% | -20.7% |
| 3M | -12.4% | -5.6% | -6.8% | -11.4% |
| 6M | -0.5% | +22.2% | -22.7% | -7.1% |
| YTD | +40.0% | +44.3% | -4.3% | +20.2% |
| 1Y | +43.4% | +43.1% | +0.3% | +25.1% |
| All | +43.4% | +40.7% | +2.7% | +25.1% |
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