+934.0%
BE vs GRMN
+416.5%
+517.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +9.7% | -1.8% | +11.5% | +11.3% |
| 30D | +22.4% | -12.1% | +34.5% | +35.5% |
| 3M | +10.4% | +18.0% | -7.6% | -6.8% |
| 6M | +67.9% | +13.7% | +54.1% | +48.4% |
| YTD | +197.5% | +35.3% | +162.2% | +125.4% |
| 1Y | +310.6% | +17.2% | +293.3% | +244.0% |
| 3Y | +1,657.2% | +179.6% | +1,477.6% | +431.8% |
| 5Y | +1,218.2% | +75.6% | +1,142.6% | +555.3% |
| All | +934.0% | +416.5% | +517.5% | +92.5% |
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