+817.7%
GRMN vs BR
+1,286.0%
-468.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.7% |
| 7D | +0.2% | -5.9% | +6.1% | +3.1% |
| 30D | -11.3% | +1.9% | -13.2% | -12.3% |
| 3M | +17.7% | +14.7% | +3.1% | +9.7% |
| 6M | +14.2% | -12.8% | +26.9% | +20.4% |
| YTD | +37.0% | -23.0% | +60.1% | +52.9% |
| 1Y | +17.0% | -31.7% | +48.7% | +38.4% |
| 3Y | +183.2% | -4.8% | +188.0% | +183.3% |
| 5Y | +77.3% | +7.8% | +69.4% | +64.6% |
| 10Y | +630.9% | +184.1% | +446.8% | +319.1% |
| All | +817.7% | +1,286.0% | -468.3% | +133.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 all: compounded portfolio wealth divided by compounded BR 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…
all analysis · Full analysis span regression · 6 months rolling