+494.4%
TEAM vs GRMN
+677.8%
-183.3%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.2% | -4.2% | -2.0% |
| 7D | -5.2% | +2.4% | -7.6% | -6.4% |
| 30D | +15.8% | -8.5% | +24.2% | +20.8% |
| 3M | +101.5% | +19.5% | +82.0% | +84.2% |
| 6M | +138.2% | +21.2% | +117.0% | +113.2% |
| YTD | +10.8% | +41.0% | -30.2% | -9.4% |
| 1Y | +1.7% | +19.6% | -17.9% | -9.9% |
| 3Y | -16.0% | +183.8% | -199.8% | -57.1% |
| 5Y | -52.7% | +83.0% | -135.7% | -70.6% |
| All | +494.4% | +677.8% | -183.3% | +97.7% |
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