+101.4%
TD vs GRMN
+119.5%
-18.1%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | +1.1% | -0.9% | +2.0% | +1.3% |
| 30D | +5.2% | +1.2% | +4.0% | +4.9% |
| 3M | +1.2% | -8.9% | +10.1% | +2.9% |
| 6M | +17.7% | +23.0% | -5.3% | +12.1% |
| YTD | +34.2% | +41.2% | -7.0% | +23.7% |
| 1Y | +55.4% | +47.5% | +7.9% | +41.8% |
| 3Y | +130.4% | +155.8% | -25.4% | +69.9% |
| All | +101.4% | +119.5% | -18.1% | +56.6% |
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