+162.8%
BMY vs GRMN
+6,828.2%
-6,665.5%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.1% | +2.9% | +1.9% |
| 7D | +2.1% | -0.9% | +3.0% | +2.2% |
| 30D | +7.0% | +1.2% | +5.8% | +6.8% |
| 3M | -0.9% | -8.9% | +8.0% | +0.4% |
| 6M | +14.9% | +23.0% | -8.1% | +11.0% |
| YTD | +22.8% | +41.2% | -18.4% | +15.9% |
| 1Y | +36.2% | +47.5% | -11.3% | +27.7% |
| 3Y | +45.7% | +155.8% | -110.1% | +23.7% |
| 5Y | +31.3% | +120.2% | -88.9% | +12.9% |
| 10Y | +60.6% | +629.9% | -569.3% | +15.4% |
| All | +162.8% | +6,828.2% | -6,665.5% | +35.8% |
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