-53.1%
TEAM vs GRMN
+75.7%
-128.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.4% |
| 7D | -4.7% | -1.4% | -3.3% | -3.9% |
| 30D | +17.0% | -13.1% | +30.1% | +26.3% |
| 3M | +85.9% | +14.9% | +71.0% | +72.2% |
| 6M | +116.7% | +13.1% | +103.5% | +99.4% |
| YTD | +9.6% | +35.3% | -25.7% | -10.8% |
| 1Y | -2.5% | +16.0% | -18.5% | -13.5% |
| 3Y | -14.0% | +179.6% | -193.6% | -66.5% |
| 5Y | -53.1% | +75.0% | -128.1% | -74.7% |
| All | -53.1% | +75.7% | -128.8% | -74.7% |
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 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