+14.7%
GRMN vs CHD
+2.1%
+12.6%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.3% |
| 7D | -1.8% | -4.7% | +2.9% | -0.8% |
| 30D | -12.1% | -8.3% | -3.8% | -10.4% |
| 3M | +18.0% | -4.0% | +22.0% | +18.9% |
| 6M | +13.7% | -6.5% | +20.2% | +15.6% |
| YTD | +35.3% | +13.1% | +22.2% | +33.1% |
| All | +14.7% | +2.1% | +12.6% | +15.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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