+24.4%
GH vs GRMN
+81.6%
-57.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.3% | -3.6% |
| 7D | -2.5% | +2.4% | -4.9% | -4.0% |
| 30D | -4.7% | -8.5% | +3.8% | +0.3% |
| 3M | +20.2% | +19.5% | +0.8% | +5.2% |
| 6M | +78.8% | +21.2% | +57.6% | +54.5% |
| YTD | +54.1% | +41.0% | +13.0% | +18.9% |
| 1Y | +177.1% | +19.6% | +157.5% | +134.8% |
| 3Y | +371.6% | +183.8% | +187.8% | +56.0% |
| All | +24.4% | +81.6% | -57.2% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling