+597.9%
GRMN vs BBWI
-47.4%
+645.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.5% | -2.6% | -1.4% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | +1.2% | +12.9% | -11.7% | -1.0% |
| 3M | -8.9% | +16.0% | -24.9% | -11.7% |
| 6M | +23.0% | +16.6% | +6.4% | +18.1% |
| YTD | +41.2% | +9.7% | +31.5% | +35.8% |
| 1Y | +47.5% | +1.5% | +46.0% | +42.5% |
| 3Y | +155.8% | -21.4% | +177.1% | +151.6% |
| 5Y | +120.2% | -67.6% | +187.7% | +143.5% |
| All | +597.9% | -47.4% | +645.3% | +506.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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