+5,438.6%
GRMN vs BWA
+1,647.3%
+3,791.4%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.4% |
| 7D | -0.1% | +7.3% | -7.4% | -2.6% |
| 30D | +3.5% | -15.8% | +19.4% | +9.8% |
| 3M | -7.3% | -25.7% | +18.4% | +2.5% |
| 6M | +21.8% | -19.6% | +41.4% | +29.4% |
| YTD | +42.8% | +14.1% | +28.7% | +30.2% |
| 1Y | +46.5% | +12.2% | +34.3% | +34.3% |
| 3Y | +158.3% | +63.8% | +94.5% | +100.0% |
| 5Y | +122.6% | +28.7% | +93.9% | +83.4% |
| 10Y | +638.0% | +95.8% | +542.3% | +367.1% |
| All | +5,438.6% | +1,647.3% | +3,791.4% | +1,235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling