+1.3%
BBY vs GRMN
+80.9%
-79.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.8% | -0.8% | +1.4% |
| 7D | +0.6% | +2.0% | -1.4% | -0.3% |
| 30D | +9.4% | -8.8% | +18.2% | +13.7% |
| 3M | +19.3% | +19.0% | +0.3% | +9.3% |
| 6M | +47.9% | +20.7% | +27.2% | +33.5% |
| YTD | +39.6% | +40.5% | -0.9% | +16.3% |
| 1Y | +22.2% | +19.1% | +3.1% | +9.9% |
| 3Y | +45.0% | +182.7% | -137.7% | -20.5% |
| All | +1.3% | +80.9% | -79.7% | -44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling