+70.3%
BTI vs GRMN
+646.1%
-575.8%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -2.0% | -1.8% | -0.2% | -1.6% |
| 30D | -3.4% | -12.1% | +8.7% | -0.9% |
| 3M | -9.0% | +18.0% | -27.0% | -12.3% |
| 6M | -5.0% | +13.7% | -18.7% | -8.1% |
| YTD | -0.3% | +35.3% | -35.6% | -7.2% |
| 1Y | +3.1% | +17.2% | -14.1% | -1.4% |
| 3Y | +111.0% | +179.6% | -68.7% | +52.2% |
| 5Y | +117.0% | +75.6% | +41.5% | +80.9% |
| All | +70.3% | +646.1% | -575.8% | -10.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling