+461.5%
BEN vs GRMN
+6,655.2%
-6,193.8%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | +0.2% | -2.9% | +3.1% | +1.3% |
| 30D | -0.5% | -8.4% | +7.9% | +2.6% |
| 3M | +9.7% | +15.0% | -5.3% | +3.1% |
| 6M | +33.9% | +11.2% | +22.7% | +27.0% |
| YTD | +49.0% | +37.7% | +11.3% | +30.3% |
| 1Y | +42.1% | +18.5% | +23.6% | +30.8% |
| 3Y | +51.9% | +175.8% | -123.9% | -1.1% |
| 5Y | +39.0% | +75.1% | -36.1% | +6.7% |
| 10Y | +57.9% | +637.0% | -579.2% | -25.9% |
| All | +461.5% | +6,655.2% | -6,193.8% | +36.7% |
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