+492.8%
BEN vs GRMN
+7,095.1%
-6,602.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.6% |
| 7D | +7.2% | +1.7% | +5.5% | +6.6% |
| 30D | +14.1% | +10.2% | +3.9% | +10.0% |
| 3M | +9.9% | -4.7% | +14.6% | +11.5% |
| 6M | +17.4% | +22.3% | -4.9% | +7.5% |
| YTD | +57.3% | +46.7% | +10.6% | +34.0% |
| 1Y | +66.9% | +49.6% | +17.3% | +41.1% |
| 3Y | +85.7% | +165.3% | -79.6% | +22.8% |
| 5Y | +31.2% | +130.3% | -99.1% | -8.8% |
| 10Y | +61.0% | +658.0% | -597.0% | -25.6% |
| All | +492.8% | +7,095.1% | -6,602.2% | +40.6% |
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