+75.6%
GRMN vs BLDR
+7.7%
+67.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.9% | +3.9% | +1.0% |
| 7D | -1.8% | -8.1% | +6.3% | +0.3% |
| 30D | -12.1% | -21.5% | +9.4% | -6.5% |
| 3M | +18.0% | -21.0% | +39.0% | +23.8% |
| 6M | +13.7% | -37.1% | +50.8% | +26.4% |
| YTD | +35.3% | -42.7% | +78.0% | +52.9% |
| 1Y | +17.2% | -58.0% | +75.2% | +44.5% |
| 3Y | +179.6% | -57.8% | +237.5% | +221.1% |
| 5Y | +75.6% | +10.3% | +65.3% | +37.2% |
| All | +75.6% | +7.7% | +67.8% | +37.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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