+74.2%
BND vs GRMN
+887.0%
-812.8%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | -0.1% |
| 7D | -1.4% | -0.9% | -0.5% | -1.4% |
| 30D | +0.6% | +1.2% | -0.6% | +0.6% |
| 3M | -1.6% | -8.9% | +7.3% | -1.6% |
| 6M | -1.5% | +23.0% | -24.5% | -1.5% |
| YTD | -1.5% | +41.2% | -42.7% | -1.3% |
| 1Y | -1.1% | +47.5% | -48.6% | -0.9% |
| 3Y | +13.6% | +155.8% | -142.1% | +14.2% |
| 5Y | -1.8% | +120.2% | -122.0% | -1.5% |
| 10Y | +17.0% | +629.9% | -612.9% | +19.6% |
| All | +74.2% | +887.0% | -812.8% | +78.8% |
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