+77.3%
GRMN vs TAP
0.0%
+77.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +0.4% |
| 7D | +0.2% | -2.3% | +2.5% | +0.7% |
| 30D | -11.3% | -9.4% | -1.9% | -9.4% |
| 3M | +17.7% | -0.8% | +18.5% | +17.7% |
| 6M | +14.2% | -14.7% | +28.9% | +17.9% |
| YTD | +37.0% | -13.9% | +51.0% | +40.5% |
| 1Y | +17.0% | -18.6% | +35.6% | +21.4% |
| 3Y | +183.2% | -32.0% | +215.2% | +203.2% |
| 5Y | +77.3% | -1.0% | +78.3% | +71.5% |
| All | +77.3% | 0.0% | +77.3% | +71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TAP.
Daily Out/Under-Performance
Portfolio return minus TAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TAP 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 TAP 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