+174.6%
SMTC vs GRMN
+21.5%
+153.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +4.2% | +0.8% | +3.7% |
| 7D | +13.1% | +2.4% | +10.7% | +12.2% |
| 30D | +19.5% | -8.5% | +27.9% | +23.0% |
| 3M | +2.2% | +19.5% | -17.2% | -6.0% |
| 6M | +94.9% | +21.2% | +73.7% | +79.2% |
| YTD | +127.0% | +41.0% | +85.9% | +94.6% |
| 1Y | +174.6% | +19.6% | +155.0% | +157.5% |
| All | +174.6% | +21.5% | +153.1% | +157.5% |
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