+188.9%
TECH vs GRMN
+628.0%
-439.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.2% | +0.5% |
| 7D | -0.1% | -1.4% | +1.3% | +0.6% |
| 30D | +0.3% | -13.1% | +13.4% | +7.2% |
| 3M | +32.9% | +14.9% | +18.0% | +22.2% |
| 6M | +32.1% | +13.1% | +19.0% | +21.7% |
| YTD | +23.4% | +35.3% | -11.9% | +2.9% |
| 1Y | +34.1% | +16.0% | +18.1% | +20.9% |
| 3Y | +2.2% | +179.6% | -177.4% | -43.5% |
| 5Y | -41.8% | +75.0% | -116.8% | -60.8% |
| 10Y | +188.9% | +644.1% | -455.2% | +13.3% |
| All | +188.9% | +628.0% | -439.1% | +13.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling