+35.0%
CAH vs GRMN
+40.7%
-5.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +6.5% | -3.0% | +3.4% |
| 7D | +7.0% | +6.1% | +0.9% | +6.9% |
| 30D | +12.4% | +1.3% | +11.1% | +12.2% |
| 3M | +12.2% | -5.6% | +17.7% | +11.9% |
| 6M | +33.2% | +22.2% | +11.0% | +33.2% |
| YTD | +28.4% | +44.3% | -15.9% | +31.6% |
| 1Y | +35.0% | +43.1% | -8.0% | +38.1% |
| All | +35.0% | +40.7% | -5.6% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling