+23.9%
BTI vs GRMN
+40.7%
-16.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +6.5% | -3.1% | +2.7% |
| 7D | +5.3% | +6.1% | -0.8% | +4.6% |
| 30D | +19.1% | +1.3% | +17.8% | +18.8% |
| 3M | +6.5% | -5.6% | +12.1% | +6.9% |
| 6M | +9.4% | +22.2% | -12.8% | +6.9% |
| YTD | +14.4% | +44.3% | -29.9% | +11.6% |
| 1Y | +23.9% | +43.1% | -19.2% | +21.0% |
| All | +23.9% | +40.7% | -16.8% | +21.0% |
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