+31.2%
BEN vs GRMN
+126.9%
-95.7%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.7% |
| 7D | +7.2% | +1.7% | +5.5% | +6.5% |
| 30D | +14.1% | +10.2% | +3.9% | +9.4% |
| 3M | +9.9% | -4.7% | +14.6% | +11.8% |
| 6M | +17.4% | +22.3% | -4.9% | +5.8% |
| YTD | +57.3% | +46.7% | +10.6% | +29.1% |
| 1Y | +66.9% | +49.6% | +17.3% | +35.6% |
| 3Y | +85.7% | +165.3% | -79.6% | -1.4% |
| 5Y | +31.2% | +130.3% | -99.1% | -26.4% |
| All | +31.2% | +126.9% | -95.7% | -26.4% |
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