+40.9%
BP vs GRMN
+15.7%
+25.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +1.7% |
| 7D | +4.0% | -1.4% | +5.4% | +3.9% |
| 30D | +7.8% | -13.1% | +20.9% | +7.5% |
| 3M | +8.4% | +14.9% | -6.6% | +8.9% |
| 6M | +15.1% | +13.1% | +1.9% | +15.7% |
| YTD | +36.4% | +35.3% | +1.1% | +37.5% |
| 1Y | +40.9% | +16.0% | +24.9% | +41.7% |
| All | +40.9% | +15.7% | +25.2% | +41.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling