+32.9%
CVS vs GRMN
+16.1%
+16.8%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -2.0% | -1.8% | -0.2% | -1.9% |
| 30D | +1.9% | -12.1% | +14.0% | +2.3% |
| 3M | -2.2% | +18.0% | -20.2% | -3.2% |
| 6M | +26.7% | +13.7% | +13.0% | +25.1% |
| YTD | +22.9% | +35.3% | -12.4% | +18.3% |
| 1Y | +32.9% | +17.2% | +15.7% | +29.2% |
| All | +32.9% | +16.1% | +16.8% | +29.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling