+102.3%
BN vs GRMN
+161.9%
-59.6%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.3% | -1.0% |
| 7D | +4.3% | +6.3% | -2.0% | +2.1% |
| 30D | +14.3% | +7.6% | +6.7% | +11.2% |
| 3M | -4.1% | -7.5% | +3.4% | -1.6% |
| 6M | -9.7% | +21.2% | -30.9% | -16.9% |
| YTD | -7.1% | +44.0% | -51.2% | -20.7% |
| 1Y | -7.4% | +44.7% | -52.2% | -21.1% |
| 3Y | +102.3% | +160.5% | -58.2% | +26.5% |
| All | +102.3% | +161.9% | -59.6% | +26.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling