+37.7%
BEN vs GRMN
+73.8%
-36.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.4% | -1.4% |
| 7D | +0.3% | -1.8% | +2.1% | +1.1% |
| 30D | +0.9% | -12.1% | +13.0% | +6.4% |
| 3M | +9.2% | +18.0% | -8.8% | +0.3% |
| 6M | +36.8% | +13.7% | +23.1% | +27.3% |
| YTD | +44.4% | +35.3% | +9.1% | +23.4% |
| 1Y | +45.8% | +17.2% | +28.6% | +32.3% |
| 3Y | +52.5% | +179.6% | -127.1% | -21.8% |
| 5Y | +37.7% | +75.6% | -37.9% | -17.3% |
| All | +37.7% | +73.8% | -36.1% | -17.3% |
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