+332.2%
BHP vs GRMN
+628.7%
-296.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.8% |
| 7D | -0.5% | -0.9% | +0.4% | -0.1% |
| 30D | -4.5% | +1.2% | -5.7% | -5.2% |
| 3M | -6.9% | -8.9% | +2.0% | -3.7% |
| 6M | -10.6% | +23.0% | -33.6% | -19.4% |
| YTD | +37.2% | +41.2% | -4.0% | +15.8% |
| 1Y | +48.0% | +47.5% | +0.5% | +22.6% |
| 3Y | +52.6% | +155.8% | -103.2% | -11.2% |
| 5Y | +116.5% | +120.2% | -3.7% | +34.3% |
| All | +332.2% | +628.7% | -296.6% | +50.4% |
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 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