+406.7%
BNY vs GRMN
+677.8%
-271.1%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.2% | -1.6% |
| 7D | -1.3% | +2.4% | -3.8% | -2.3% |
| 30D | -0.2% | -8.5% | +8.3% | +3.2% |
| 3M | +14.9% | +19.5% | -4.5% | +5.8% |
| 6M | +40.0% | +21.2% | +18.8% | +27.6% |
| YTD | +42.0% | +41.0% | +0.9% | +21.0% |
| 1Y | +56.9% | +19.6% | +37.3% | +42.2% |
| 3Y | +289.9% | +183.8% | +106.1% | +122.1% |
| 5Y | +259.2% | +83.0% | +176.2% | +151.3% |
| All | +406.7% | +677.8% | -271.1% | +80.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling