+547.4%
BTSG vs GRMN
+136.2%
+411.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.2% |
| 7D | +6.0% | -0.9% | +6.9% | +6.2% |
| 30D | +12.4% | +1.2% | +11.2% | +12.1% |
| 3M | +18.2% | -8.9% | +27.1% | +19.8% |
| 6M | +26.0% | +23.0% | +3.0% | +21.1% |
| YTD | +90.1% | +41.2% | +48.9% | +78.3% |
| 1Y | +124.3% | +47.5% | +76.8% | +109.0% |
| All | +547.4% | +136.2% | +411.2% | +553.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling