+122.6%
GRMN vs BB
-14.0%
+136.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.0% | +0.3% | -2.2% |
| 7D | -0.1% | +9.0% | -9.0% | -1.4% |
| 30D | +3.5% | +7.7% | -4.1% | +2.0% |
| 3M | -7.3% | +4.0% | -11.3% | -8.6% |
| 6M | +21.8% | +46.6% | -24.9% | +10.8% |
| YTD | +42.8% | +140.6% | -97.8% | +18.1% |
| 1Y | +46.5% | +103.1% | -56.6% | +24.5% |
| 3Y | +158.3% | +150.5% | +7.7% | +100.4% |
| 5Y | +122.6% | -15.4% | +138.0% | +118.3% |
| All | +122.6% | -14.0% | +136.7% | +118.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling