-5.3%
BRO vs GRMN
+40.7%
-46.0%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +6.5% | -2.1% | +3.4% |
| 7D | +12.4% | +6.1% | +6.3% | +11.4% |
| 30D | +21.6% | +1.3% | +20.3% | +21.3% |
| 3M | +4.3% | -5.6% | +9.9% | +4.9% |
| 6M | +29.2% | +22.2% | +7.0% | +25.5% |
| YTD | -6.4% | +44.3% | -50.6% | -8.4% |
| 1Y | -5.3% | +43.1% | -48.4% | -7.4% |
| All | -5.3% | +40.7% | -46.0% | -7.4% |
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