+1,251.0%
BE vs GRMN
+76.7%
+1,174.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -0.5% | +10.1% | +9.9% |
| 7D | +29.8% | +0.2% | +29.6% | +29.6% |
| 30D | +26.4% | -11.3% | +37.7% | +36.3% |
| 3M | +9.3% | +17.7% | -8.4% | -3.9% |
| 6M | +105.1% | +14.2% | +90.9% | +86.0% |
| YTD | +219.0% | +37.0% | +182.0% | +155.3% |
| 1Y | +418.8% | +17.0% | +401.8% | +353.0% |
| 3Y | +1,784.6% | +183.2% | +1,601.4% | +548.7% |
| 5Y | +1,251.0% | +77.3% | +1,173.7% | +425.8% |
| All | +1,251.0% | +76.7% | +1,174.3% | +425.8% |
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