+72.3%
BA vs GRMN
+633.1%
-560.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.4% |
| 7D | +2.5% | +0.2% | +2.3% | +2.4% |
| 30D | -10.1% | -11.3% | +1.2% | -3.8% |
| 3M | -2.4% | +17.7% | -20.1% | -12.6% |
| 6M | -8.8% | +14.2% | -23.0% | -17.1% |
| YTD | -2.9% | +37.0% | -40.0% | -21.8% |
| 1Y | -8.8% | +17.0% | -25.7% | -19.6% |
| 3Y | -0.3% | +183.2% | -183.5% | -56.2% |
| 5Y | -0.3% | +77.3% | -77.6% | -38.2% |
| 10Y | +72.3% | +630.9% | -558.6% | -53.7% |
| All | +72.3% | +633.1% | -560.8% | -53.7% |
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