+9.5%
CNC vs GRMN
+73.8%
-64.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -3.9% | -1.8% | -2.1% | -3.7% |
| 30D | +0.8% | -12.1% | +12.9% | +1.7% |
| 3M | +0.1% | +18.0% | -17.9% | -1.5% |
| 6M | +79.7% | +13.7% | +65.9% | +77.0% |
| YTD | +58.9% | +35.3% | +23.6% | +53.8% |
| 1Y | +109.1% | +17.2% | +91.9% | +104.2% |
| 3Y | 0.0% | +179.6% | -179.6% | -19.2% |
| 5Y | +9.5% | +75.6% | -66.1% | -11.4% |
| All | +9.5% | +73.8% | -64.3% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling