+750.1%
TECH vs GRMN
+6,966.1%
-6,216.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | +0.2% | +6.3% | -6.1% | -1.3% |
| 30D | +0.5% | +7.6% | -7.1% | -1.5% |
| 3M | +1.1% | -7.5% | +8.5% | +2.7% |
| 6M | +51.0% | +21.2% | +29.8% | +42.8% |
| YTD | +24.4% | +44.0% | -19.7% | +12.2% |
| 1Y | +27.4% | +44.7% | -17.3% | +14.9% |
| 3Y | +28.5% | +160.5% | -132.0% | +0.9% |
| 5Y | -40.9% | +124.6% | -165.5% | -52.3% |
| 10Y | +192.5% | +651.6% | -459.1% | +87.3% |
| All | +750.1% | +6,966.1% | -6,216.0% | +180.1% |
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