+68.7%
CVS vs GRAB
-74.3%
+143.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -0.7% |
| 7D | -2.2% | -10.8% | +8.7% | -1.9% |
| 30D | -0.1% | -15.5% | +15.4% | +0.3% |
| 3M | -5.2% | -9.0% | +3.7% | -5.1% |
| 6M | +26.9% | -21.6% | +48.5% | +27.5% |
| YTD | +22.1% | -38.9% | +60.9% | +23.2% |
| 1Y | +30.8% | -44.8% | +75.6% | +32.3% |
| 3Y | +54.4% | -18.4% | +72.8% | +54.5% |
| 5Y | +33.4% | -71.6% | +105.0% | +31.2% |
| All | +68.7% | -74.3% | +143.0% | +68.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling