+668.0%
BE vs GRMN
+439.1%
+228.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -1.1% | -3.8% | -4.1% |
| 7D | +10.8% | -0.9% | +11.7% | +12.0% |
| 30D | -19.8% | +1.2% | -21.0% | -21.1% |
| 3M | -18.7% | -8.9% | -9.8% | -13.5% |
| 6M | -33.7% | +23.0% | -56.7% | -45.9% |
| YTD | +121.0% | +41.2% | +79.7% | +60.1% |
| 1Y | +85.4% | +47.5% | +37.9% | +29.8% |
| 3Y | +1,709.5% | +155.8% | +1,553.8% | +515.8% |
| 5Y | +462.2% | +120.2% | +342.0% | +123.9% |
| All | +668.0% | +439.1% | +228.8% | +36.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling