+146.9%
SMTC vs GRMN
+18.2%
+128.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.2% |
| 7D | +12.7% | -2.9% | +15.6% | +13.8% |
| 30D | +22.0% | -8.4% | +30.4% | +25.6% |
| 3M | -12.7% | +15.0% | -27.7% | -18.0% |
| 6M | +64.8% | +11.2% | +53.6% | +56.8% |
| YTD | +100.7% | +37.7% | +63.0% | +74.4% |
| 1Y | +146.9% | +18.5% | +128.4% | +135.3% |
| All | +146.9% | +18.2% | +128.7% | +135.3% |
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 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