+550.1%
SMTC vs GRMN
+6,655.2%
-6,105.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.2% |
| 7D | +12.7% | -2.9% | +15.6% | +14.1% |
| 30D | +22.0% | -8.4% | +30.4% | +26.8% |
| 3M | -12.7% | +15.0% | -27.7% | -19.1% |
| 6M | +64.8% | +11.2% | +53.6% | +55.5% |
| YTD | +100.7% | +37.7% | +63.0% | +72.0% |
| 1Y | +146.9% | +18.5% | +128.4% | +125.2% |
| 3Y | +456.8% | +175.8% | +281.0% | +254.2% |
| 5Y | +89.2% | +75.1% | +14.1% | +44.8% |
| 10Y | +426.9% | +637.0% | -210.2% | +137.4% |
| All | +550.1% | +6,655.2% | -6,105.1% | -25.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling