+51.8%
BEN vs GRMN
+646.1%
-594.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.4% |
| 7D | +0.3% | -1.8% | +2.1% | +1.3% |
| 30D | +0.9% | -12.1% | +13.0% | +7.7% |
| 3M | +9.2% | +18.0% | -8.8% | -1.5% |
| 6M | +36.8% | +13.7% | +23.1% | +25.3% |
| YTD | +44.4% | +35.3% | +9.1% | +19.6% |
| 1Y | +45.8% | +17.2% | +28.6% | +29.6% |
| 3Y | +52.5% | +179.6% | -127.1% | -26.0% |
| 5Y | +37.7% | +75.6% | -37.9% | -11.6% |
| All | +51.8% | +646.1% | -594.2% | -57.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling