+5.9%
CI vs GRMN
+184.1%
-178.3%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.3% | -1.3% |
| 7D | +1.3% | -2.9% | +4.2% | +1.5% |
| 30D | +4.4% | -8.4% | +12.9% | +5.0% |
| 3M | +0.7% | +15.0% | -14.3% | -0.4% |
| 6M | +0.3% | +11.2% | -10.9% | -0.5% |
| YTD | +3.8% | +37.7% | -33.9% | +1.3% |
| 1Y | -5.5% | +18.5% | -24.0% | -6.7% |
| All | +5.9% | +184.1% | -178.3% | -4.5% |
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