+517.6%
SPMO vs GRMN
+677.8%
-160.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.2% | -3.7% | -1.0% |
| 7D | -0.9% | +2.4% | -3.4% | -1.8% |
| 30D | -1.9% | -8.5% | +6.5% | +1.2% |
| 3M | -1.4% | +19.5% | -20.8% | -8.7% |
| 6M | +25.5% | +21.2% | +4.3% | +15.3% |
| YTD | +24.8% | +41.0% | -16.2% | +7.6% |
| 1Y | +24.5% | +19.6% | +4.9% | +13.8% |
| 3Y | +157.1% | +183.8% | -26.7% | +55.0% |
| 5Y | +149.5% | +83.0% | +66.5% | +82.4% |
| All | +517.6% | +677.8% | -160.2% | +165.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling