+20.4%
BTDR vs GRMN
+81.6%
-61.2%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.2% | -0.5% | +2.2% |
| 7D | -3.4% | +2.4% | -5.8% | -4.2% |
| 30D | +32.6% | -8.5% | +41.1% | +36.9% |
| 3M | -32.2% | +19.5% | -51.7% | -38.0% |
| 6M | +52.4% | +21.2% | +31.2% | +39.8% |
| YTD | +6.7% | +41.0% | -34.4% | -8.3% |
| 1Y | -15.2% | +19.6% | -34.8% | -22.2% |
| 3Y | +14.9% | +183.8% | -168.9% | -8.6% |
| All | +20.4% | +81.6% | -61.2% | -3.8% |
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