+237.7%
BAC vs GRMN
+655.8%
-418.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.3% | +0.7% |
| 7D | +2.1% | +6.3% | -4.3% | -0.7% |
| 30D | -6.7% | +7.6% | -14.3% | -10.0% |
| 3M | -20.2% | -7.5% | -12.8% | -17.8% |
| 6M | -0.2% | +21.2% | -21.4% | -10.6% |
| YTD | -6.4% | +44.0% | -50.4% | -23.6% |
| 1Y | -3.1% | +44.7% | -47.8% | -21.2% |
| 3Y | +96.7% | +160.5% | -63.8% | +7.2% |
| 5Y | +21.3% | +124.6% | -103.4% | -29.0% |
| 10Y | +237.7% | +651.6% | -413.9% | -2.9% |
| All | +237.7% | +655.8% | -418.0% | -2.9% |
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