+172.2%
GRMN vs CHD
+1.8%
+170.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | -1.4% | -4.2% | +2.8% | -0.9% |
| 30D | -13.1% | -7.6% | -5.5% | -12.3% |
| 3M | +14.9% | -1.6% | +16.5% | +15.1% |
| 6M | +13.1% | -6.3% | +19.4% | +13.9% |
| YTD | +35.3% | +14.6% | +20.7% | +34.1% |
| 1Y | +16.0% | +1.6% | +14.4% | +15.7% |
| All | +172.2% | +1.8% | +170.4% | +170.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling