+289.9%
CAH vs GRMN
+646.1%
-356.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -5.1% | -1.8% | -3.3% | -4.7% |
| 30D | -1.8% | -12.1% | +10.3% | +1.3% |
| 3M | +9.4% | +18.0% | -8.6% | +4.3% |
| 6M | +9.2% | +13.7% | -4.5% | +4.8% |
| YTD | +15.7% | +35.3% | -19.6% | +5.6% |
| 1Y | +59.7% | +17.2% | +42.5% | +50.8% |
| 3Y | +178.5% | +179.6% | -1.2% | +85.4% |
| 5Y | +398.3% | +75.6% | +322.7% | +298.5% |
| All | +289.9% | +646.1% | -356.2% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling