+1,789.8%
SMH vs GRMN
+646.1%
+1,143.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | +1.4% | -1.8% | +3.2% | +2.4% |
| 30D | -2.2% | -12.1% | +9.9% | +4.8% |
| 3M | -1.9% | +18.0% | -19.9% | -12.3% |
| 6M | +41.0% | +13.7% | +27.3% | +28.7% |
| YTD | +55.6% | +35.3% | +20.3% | +27.6% |
| 1Y | +86.8% | +17.2% | +69.6% | +65.2% |
| 3Y | +277.7% | +179.6% | +98.0% | +76.2% |
| 5Y | +324.2% | +75.6% | +248.6% | +166.8% |
| All | +1,789.8% | +646.1% | +1,143.7% | +450.1% |
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 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