+179.6%
CAH vs GRMN
+155.8%
+23.8%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.1% |
| 7D | +3.5% | -0.9% | +4.3% | +3.5% |
| 30D | +13.5% | +1.2% | +12.3% | +13.4% |
| 3M | +21.8% | -8.9% | +30.8% | +22.0% |
| 6M | +51.5% | +23.0% | +28.5% | +50.7% |
| YTD | +38.1% | +41.2% | -3.1% | +37.0% |
| 1Y | +37.7% | +47.5% | -9.8% | +36.5% |
| 3Y | +179.6% | +155.8% | +23.9% | +186.0% |
| All | +179.6% | +155.8% | +23.8% | +186.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling