+53.9%
BEN vs GRMN
+646.0%
-592.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.3% | -0.9% |
| 7D | +3.4% | -1.4% | +4.8% | +4.1% |
| 30D | +1.8% | -13.1% | +14.9% | +9.2% |
| 3M | +8.4% | +14.9% | -6.6% | -0.9% |
| 6M | +35.6% | +13.1% | +22.5% | +24.6% |
| YTD | +46.4% | +35.3% | +11.1% | +21.2% |
| 1Y | +46.3% | +16.0% | +30.3% | +30.8% |
| 3Y | +54.6% | +179.6% | -125.0% | -25.0% |
| 5Y | +39.4% | +75.0% | -35.6% | -10.4% |
| All | +53.9% | +646.0% | -592.1% | -57.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling