+745.5%
TECH vs GRMN
+6,655.2%
-5,909.7%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | +0.1% | -2.9% | +3.0% | +0.8% |
| 30D | +0.7% | -8.4% | +9.1% | +2.8% |
| 3M | +36.3% | +15.0% | +21.3% | +31.0% |
| 6M | +25.6% | +11.2% | +14.4% | +21.3% |
| YTD | +23.7% | +37.7% | -14.0% | +13.2% |
| 1Y | +37.6% | +18.5% | +19.2% | +30.6% |
| 3Y | -6.6% | +175.8% | -182.4% | -27.5% |
| 5Y | -42.2% | +75.1% | -117.3% | -50.8% |
| 10Y | +187.6% | +637.0% | -449.5% | +85.9% |
| All | +745.5% | +6,655.2% | -5,909.7% | +182.5% |
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