+44.6%
BAX vs GRMN
+47.1%
-2.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.1% |
| 7D | -0.6% | +1.7% | -2.3% | -1.3% |
| 30D | +6.3% | +10.2% | -3.9% | +1.6% |
| 3M | -4.6% | -4.7% | +0.1% | -2.6% |
| 6M | +50.4% | +22.3% | +28.1% | +35.7% |
| YTD | +38.0% | +46.7% | -8.6% | +10.3% |
| 1Y | +44.6% | +49.6% | -5.0% | +13.1% |
| All | +44.6% | +47.1% | -2.5% | +13.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling