+175.5%
CAH vs GRMN
+179.1%
-3.6%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | -5.1% | -1.8% | -3.3% | -5.0% |
| 30D | -1.8% | -12.1% | +10.3% | -1.4% |
| 3M | +9.4% | +18.0% | -8.6% | +8.7% |
| 6M | +9.2% | +13.7% | -4.5% | +8.6% |
| YTD | +15.7% | +35.3% | -19.6% | +14.4% |
| 1Y | +59.7% | +17.2% | +42.5% | +59.0% |
| All | +175.5% | +179.1% | -3.6% | +151.3% |
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