+122.4%
TD vs GRMN
+75.7%
+46.7%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.1% | -0.9% |
| 7D | -1.9% | -1.4% | -0.5% | -1.7% |
| 30D | -1.6% | -13.1% | +11.5% | +1.0% |
| 3M | +4.6% | +14.9% | -10.3% | +1.3% |
| 6M | +26.8% | +13.1% | +13.7% | +23.0% |
| YTD | +28.3% | +35.3% | -7.0% | +19.8% |
| 1Y | +60.4% | +16.0% | +44.5% | +54.1% |
| 3Y | +125.7% | +179.6% | -53.9% | +64.3% |
| 5Y | +122.4% | +75.0% | +47.3% | +65.5% |
| All | +122.4% | +75.7% | +46.7% | +65.5% |
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 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