+76.2%
BND vs GRMN
+857.7%
-781.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.1% |
| 7D | +0.1% | +0.2% | 0.0% | +0.1% |
| 30D | -0.4% | -11.3% | +11.0% | -0.4% |
| 3M | -0.2% | +17.7% | -18.0% | -0.2% |
| 6M | -1.2% | +14.2% | -15.3% | -1.1% |
| YTD | -0.3% | +37.0% | -37.3% | -0.2% |
| 1Y | +0.4% | +17.0% | -16.6% | +0.5% |
| 3Y | +13.4% | +183.2% | -169.8% | +14.1% |
| 5Y | -1.5% | +77.3% | -78.8% | -1.4% |
| 10Y | +15.5% | +630.9% | -615.4% | +18.0% |
| All | +76.2% | +857.7% | -781.4% | +80.9% |
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