+117.2%
SMTC vs GRMN
+77.9%
+39.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.5% | +10.4% | +10.3% |
| 7D | +22.9% | +0.2% | +22.8% | +22.8% |
| 30D | +16.6% | -11.3% | +28.0% | +25.4% |
| 3M | +2.4% | +17.7% | -15.3% | -10.0% |
| 6M | +98.3% | +14.2% | +84.1% | +79.0% |
| YTD | +120.7% | +37.0% | +83.7% | +75.3% |
| 1Y | +168.3% | +17.0% | +151.3% | +135.0% |
| 3Y | +571.7% | +183.2% | +388.5% | +218.5% |
| All | +117.2% | +77.9% | +39.3% | +18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling