+183.2%
GRMN vs CPB
-40.5%
+223.7%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.7% |
| 7D | +0.2% | -8.2% | +8.4% | +1.0% |
| 30D | -11.3% | -5.6% | -5.7% | -10.9% |
| 3M | +17.7% | +3.0% | +14.7% | +17.2% |
| 6M | +14.2% | -12.7% | +26.9% | +15.8% |
| YTD | +37.0% | -18.0% | +55.0% | +39.7% |
| 1Y | +17.0% | -31.7% | +48.7% | +22.0% |
| 3Y | +183.2% | -41.0% | +224.1% | +196.8% |
| All | +183.2% | -40.5% | +223.7% | +196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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