+7,180.1%
BN vs GRMN
+6,655.2%
+524.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.5% | -2.9% | +0.4% | -1.6% |
| 30D | -9.5% | -8.4% | -1.1% | -7.1% |
| 3M | -10.4% | +15.0% | -25.4% | -14.6% |
| 6M | -6.4% | +11.2% | -17.6% | -9.9% |
| YTD | -11.9% | +37.7% | -49.6% | -20.6% |
| 1Y | -8.6% | +18.5% | -27.1% | -14.1% |
| 3Y | +77.6% | +175.8% | -98.3% | +28.9% |
| 5Y | +37.0% | +75.1% | -38.1% | +12.2% |
| 10Y | +266.4% | +637.0% | -370.6% | +110.4% |
| All | +7,180.1% | +6,655.2% | +524.9% | +2,815.7% |
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