-70.2%
SMR vs GRMN
+16.1%
-86.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | 0.0% | -5.6% | -5.6% |
| 7D | +4.7% | -1.8% | +6.5% | +5.4% |
| 30D | +3.2% | -12.1% | +15.3% | +8.6% |
| 3M | +9.9% | +18.0% | -8.1% | -1.5% |
| 6M | -15.1% | +13.7% | -28.8% | -20.3% |
| YTD | -27.9% | +35.3% | -63.2% | -38.7% |
| 1Y | -70.2% | +17.2% | -87.5% | -73.6% |
| All | -70.2% | +16.1% | -86.3% | -73.6% |
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