+28.1%
BA vs GRMN
+693.0%
-664.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.8% |
| 7D | -1.7% | +6.4% | -8.1% | -5.2% |
| 30D | -9.5% | +8.7% | -18.2% | -13.9% |
| 3M | -26.5% | -5.8% | -20.7% | -24.3% |
| 6M | -27.4% | +22.5% | -49.9% | -36.8% |
| YTD | -20.6% | +45.6% | -66.2% | -38.5% |
| 1Y | -11.4% | +47.5% | -58.9% | -32.1% |
| 3Y | -10.8% | +166.2% | -177.1% | -58.3% |
| 5Y | -21.9% | +124.1% | -146.0% | -59.0% |
| 10Y | +28.1% | +668.0% | -639.9% | -64.4% |
| All | +28.1% | +693.0% | -664.8% | -64.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling