+401.3%
GH vs GRMN
+375.7%
+25.6%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.3% |
| 7D | -0.1% | -2.9% | +2.8% | +1.6% |
| 30D | -1.1% | -8.4% | +7.4% | +4.1% |
| 3M | +21.3% | +15.0% | +6.3% | +9.2% |
| 6M | +73.5% | +11.2% | +62.3% | +59.1% |
| YTD | +58.0% | +37.7% | +20.3% | +25.5% |
| 1Y | +163.1% | +18.5% | +144.6% | +125.7% |
| 3Y | +361.0% | +175.8% | +185.2% | +95.9% |
| 5Y | +22.5% | +75.1% | -52.6% | -31.9% |
| All | +401.3% | +375.7% | +25.6% | +42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling