+29.0%
BMY vs GRMN
+119.4%
-90.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.6% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +10.0% | +3.5% | +6.4% | +9.5% |
| 3M | -1.2% | -7.3% | +6.2% | -0.4% |
| 6M | +12.8% | +21.8% | -9.0% | +9.7% |
| YTD | +20.7% | +42.8% | -22.1% | +14.9% |
| 1Y | +32.6% | +46.5% | -13.8% | +25.8% |
| 3Y | +41.8% | +158.3% | -116.5% | +23.9% |
| 5Y | +29.0% | +122.6% | -93.6% | +13.5% |
| All | +29.0% | +119.4% | -90.5% | +13.5% |
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 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