+625.2%
TEAM vs GRMN
+936.1%
-310.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | +1.2% |
| 7D | -16.9% | -0.1% | -16.8% | -16.9% |
| 30D | -26.8% | +3.5% | -30.3% | -28.2% |
| 3M | -1.9% | -7.3% | +5.4% | +1.1% |
| 6M | +79.2% | +21.8% | +57.4% | +61.2% |
| YTD | -6.1% | +42.8% | -48.9% | -23.7% |
| 1Y | -2.1% | +46.5% | -48.5% | -21.5% |
| 3Y | -13.6% | +158.3% | -171.9% | -51.9% |
| 5Y | -65.8% | +122.6% | -188.4% | -79.9% |
| 10Y | +454.0% | +638.0% | -184.0% | +94.8% |
| All | +625.2% | +936.1% | -310.9% | +109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling