+56.6%
CART vs GRMN
+45.1%
+11.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | +0.2% |
| 7D | +0.3% | +6.3% | -6.1% | -0.9% |
| 30D | +22.4% | +7.6% | +14.9% | +20.7% |
| 3M | +15.6% | -7.5% | +23.1% | +16.9% |
| 6M | +44.9% | +21.2% | +23.7% | +40.3% |
| YTD | +30.0% | +44.0% | -14.0% | +19.6% |
| 1Y | +56.6% | +44.7% | +11.9% | +45.6% |
| All | +56.6% | +45.1% | +11.6% | +45.6% |
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