+461.4%
BE vs GRMN
+122.1%
+339.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -3.7% |
| 7D | -13.4% | +6.3% | -19.7% | -16.7% |
| 30D | -33.9% | +7.6% | -41.5% | -37.4% |
| 3M | -12.0% | -7.5% | -4.5% | -8.3% |
| 6M | -29.0% | +21.2% | -50.2% | -39.2% |
| YTD | +113.4% | +44.0% | +69.4% | +62.5% |
| 1Y | +33.2% | +44.7% | -11.6% | +1.6% |
| 3Y | +1,659.2% | +160.5% | +1,498.7% | +536.9% |
| 5Y | +461.4% | +124.6% | +336.7% | +104.3% |
| All | +461.4% | +122.1% | +339.2% | +104.3% |
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