+135.8%
BP vs GRMN
+76.7%
+59.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.5% |
| 7D | +0.9% | +0.2% | +0.7% | +0.9% |
| 30D | +9.1% | -11.3% | +20.5% | +10.7% |
| 3M | +3.9% | +17.7% | -13.8% | +1.5% |
| 6M | +13.6% | +14.2% | -0.5% | +11.2% |
| YTD | +34.0% | +37.0% | -3.0% | +27.4% |
| 1Y | +39.2% | +17.0% | +22.2% | +35.1% |
| 3Y | +36.4% | +183.2% | -146.8% | +11.0% |
| 5Y | +135.8% | +77.3% | +58.5% | +94.8% |
| All | +135.8% | +76.7% | +59.1% | +94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling