+158.2%
BMY vs GRMN
+6,905.4%
-6,747.2%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.6% | +1.7% | -0.5% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +10.0% | +3.5% | +6.4% | +9.4% |
| 3M | -1.2% | -7.3% | +6.2% | -0.2% |
| 6M | +12.8% | +21.8% | -9.0% | +9.1% |
| YTD | +20.7% | +42.8% | -22.1% | +13.7% |
| 1Y | +32.6% | +46.5% | -13.8% | +24.4% |
| 3Y | +41.8% | +158.3% | -116.5% | +20.3% |
| 5Y | +29.0% | +122.6% | -93.6% | +10.7% |
| 10Y | +57.8% | +638.0% | -580.2% | +13.2% |
| All | +158.2% | +6,905.4% | -6,747.2% | +33.2% |
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