+1,304.5%
CB vs GRMN
+6,890.4%
-5,586.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.7% |
| 7D | +0.2% | +4.7% | -4.5% | -0.8% |
| 30D | +9.1% | +3.4% | +5.7% | +8.1% |
| 3M | +3.4% | -5.0% | +8.4% | +4.3% |
| 6M | +14.1% | +18.6% | -4.5% | +8.8% |
| YTD | +18.0% | +42.5% | -24.5% | +7.2% |
| 1Y | +30.1% | +42.3% | -12.2% | +18.1% |
| 3Y | +71.8% | +158.5% | -86.7% | +30.6% |
| 5Y | +101.8% | +123.6% | -21.7% | +57.0% |
| 10Y | +252.1% | +682.5% | -430.4% | +104.1% |
| All | +1,304.5% | +6,890.4% | -5,586.0% | +315.3% |
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