+911.5%
BE vs GRMN
+425.6%
+485.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.4% |
| 7D | +20.0% | -2.9% | +22.8% | +22.6% |
| 30D | +7.9% | -8.4% | +16.3% | +15.5% |
| 3M | -13.2% | +15.0% | -28.2% | -24.7% |
| 6M | +53.5% | +11.2% | +42.3% | +37.8% |
| YTD | +191.0% | +37.7% | +153.3% | +117.5% |
| 1Y | +360.5% | +18.5% | +342.0% | +282.2% |
| 3Y | +1,568.0% | +175.8% | +1,392.2% | +415.9% |
| 5Y | +1,055.2% | +75.1% | +980.1% | +479.6% |
| All | +911.5% | +425.6% | +485.8% | +85.8% |
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 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