+605.7%
GRMN vs BAH
+199.5%
+406.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.2% | -2.8% | -2.7% |
| 7D | -0.1% | -2.6% | +2.5% | +0.5% |
| 30D | +3.5% | +20.4% | -16.8% | -1.4% |
| 3M | -7.3% | +11.9% | -19.2% | -10.4% |
| 6M | +21.8% | +17.1% | +4.6% | +15.5% |
| YTD | +42.8% | +5.5% | +37.3% | +37.9% |
| 1Y | +46.5% | +5.6% | +40.9% | +41.1% |
| 3Y | +158.3% | -26.5% | +184.8% | +163.0% |
| 5Y | +122.6% | +6.5% | +116.2% | +92.7% |
| All | +605.7% | +199.5% | +406.1% | +334.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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