+637.6%
GRMN vs BWA
+153.1%
+484.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | -1.8% | -0.1% | -1.7% | -1.8% |
| 30D | -12.1% | -5.5% | -6.6% | -10.7% |
| 3M | +18.0% | -7.6% | +25.6% | +20.2% |
| 6M | +13.7% | +25.0% | -11.2% | +5.1% |
| YTD | +35.3% | +47.0% | -11.7% | +16.7% |
| 1Y | +17.2% | +54.0% | -36.7% | -0.6% |
| 3Y | +179.6% | +70.7% | +108.9% | +123.3% |
| 5Y | +75.6% | +86.7% | -11.1% | +32.7% |
| All | +637.6% | +153.1% | +484.6% | +386.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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