+215.6%
SMH vs GRMN
+155.8%
+59.8%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.7% |
| 7D | +4.9% | -0.9% | +5.8% | +5.2% |
| 30D | -13.8% | +1.2% | -15.0% | -14.2% |
| 3M | -17.4% | -8.9% | -8.5% | -15.3% |
| 6M | -15.0% | +23.0% | -38.0% | -21.0% |
| YTD | +35.2% | +41.2% | -6.1% | +19.9% |
| 1Y | +41.6% | +47.5% | -5.9% | +23.9% |
| 3Y | +215.6% | +155.8% | +59.9% | +160.3% |
| All | +215.6% | +155.8% | +59.8% | +160.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling