+41.7%
BMY vs GRMN
+16.1%
+25.6%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | -6.4% | -1.8% | -4.6% | -6.2% |
| 30D | +0.2% | -12.1% | +12.3% | +1.6% |
| 3M | +16.0% | +18.0% | -2.0% | +13.3% |
| 6M | +8.3% | +13.7% | -5.4% | +6.3% |
| YTD | +22.2% | +35.3% | -13.1% | +16.8% |
| 1Y | +41.7% | +17.2% | +24.4% | +31.5% |
| All | +41.7% | +16.1% | +25.6% | +31.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling