+76.9%
GRMN vs BNS
+93.4%
-16.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | -1.8% | -2.2% | +0.4% | -0.8% |
| 30D | -12.1% | +4.5% | -16.6% | -14.1% |
| 3M | +18.0% | +14.9% | +3.1% | +9.3% |
| 6M | +13.7% | +32.5% | -18.8% | -2.3% |
| YTD | +35.3% | +28.6% | +6.7% | +17.9% |
| 1Y | +17.2% | +48.4% | -31.1% | -5.2% |
| 3Y | +179.6% | +130.8% | +48.8% | +76.1% |
| All | +76.9% | +93.4% | -16.5% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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