+125.0%
BHP vs GRMN
+73.8%
+51.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.6% |
| 7D | +0.9% | -1.4% | +2.3% | +1.3% |
| 30D | +4.0% | -13.1% | +17.1% | +8.0% |
| 3M | +11.3% | +14.9% | -3.7% | +6.1% |
| 6M | +29.3% | +13.1% | +16.2% | +23.9% |
| YTD | +59.2% | +35.3% | +23.9% | +44.9% |
| 1Y | +80.8% | +16.0% | +64.9% | +71.0% |
| 3Y | +88.0% | +179.6% | -91.6% | +27.8% |
| All | +125.0% | +73.8% | +51.2% | +61.3% |
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