-65.4%
TEAM vs GRMN
+119.5%
-185.0%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -0.9% |
| 7D | -2.4% | -0.9% | -1.5% | -1.9% |
| 30D | -26.7% | +1.2% | -27.9% | -27.4% |
| 3M | -9.6% | -8.9% | -0.7% | -5.6% |
| 6M | +86.0% | +23.0% | +63.0% | +63.9% |
| YTD | -7.5% | +41.2% | -48.7% | -27.3% |
| 1Y | -1.4% | +47.5% | -48.9% | -24.7% |
| 3Y | -14.3% | +155.8% | -170.1% | -64.0% |
| All | -65.4% | +119.5% | -185.0% | -82.0% |
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