+3,019.7%
BTI vs GRMN
+6,622.3%
-3,602.6%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -1.4% | +0.2% | -1.6% | -1.4% |
| 30D | -7.0% | -11.3% | +4.3% | -5.5% |
| 3M | -6.3% | +17.7% | -24.0% | -8.7% |
| 6M | -2.0% | +14.2% | -16.1% | -4.2% |
| YTD | +0.2% | +37.0% | -36.8% | -4.7% |
| 1Y | +3.8% | +17.0% | -13.2% | +0.8% |
| 3Y | +112.1% | +183.2% | -71.1% | +77.5% |
| 5Y | +113.6% | +77.3% | +36.3% | +89.8% |
| 10Y | +69.6% | +630.9% | -561.3% | +23.2% |
| All | +3,019.7% | +6,622.3% | -3,602.6% | +1,743.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling