+20.5%
TECH vs GRMN
+44.3%
-23.7%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | 0.0% | -0.9% | +0.9% | +0.1% |
| 30D | +0.4% | +1.2% | -0.8% | +0.2% |
| 3M | +1.0% | -8.9% | +9.9% | +2.4% |
| 6M | +62.7% | +23.0% | +39.7% | +54.6% |
| YTD | +24.3% | +41.2% | -16.9% | +9.7% |
| 1Y | +20.5% | +47.5% | -27.0% | +2.0% |
| All | +20.5% | +44.3% | -23.7% | +2.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling