+135.7%
BP vs GRMN
+665.4%
-529.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.8% | -0.3% | +1.0% |
| 7D | -0.8% | +1.7% | -2.4% | -1.2% |
| 30D | -3.1% | +10.2% | -13.3% | -6.0% |
| 3M | +6.2% | -4.7% | +10.9% | +7.2% |
| 6M | +4.8% | +22.3% | -17.5% | -2.5% |
| YTD | +35.2% | +46.7% | -11.5% | +17.4% |
| 1Y | +27.4% | +49.6% | -22.2% | +9.8% |
| 3Y | +49.8% | +165.3% | -115.5% | -3.0% |
| 5Y | +109.4% | +130.3% | -20.9% | +42.7% |
| 10Y | +135.7% | +658.0% | -522.3% | +0.9% |
| All | +135.7% | +665.4% | -529.7% | +0.9% |
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 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