+1,210.3%
CB vs GRMN
+6,655.2%
-5,444.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | +0.5% | -2.9% | +3.4% | +1.1% |
| 30D | -3.1% | -8.4% | +5.3% | -1.2% |
| 3M | +9.0% | +15.0% | -6.0% | +4.9% |
| 6M | +2.9% | +11.2% | -8.4% | -0.5% |
| YTD | +10.1% | +37.7% | -27.6% | +1.0% |
| 1Y | +22.8% | +18.5% | +4.3% | +16.1% |
| 3Y | +73.8% | +175.8% | -102.0% | +30.0% |
| 5Y | +99.2% | +75.1% | +24.1% | +64.3% |
| 10Y | +218.2% | +637.0% | -418.8% | +87.2% |
| All | +1,210.3% | +6,655.2% | -5,444.9% | +291.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling