+133.1%
GRMN vs AHR
+360.2%
-227.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | -1.8% | -3.0% | +1.3% | -1.3% |
| 30D | -12.1% | +2.6% | -14.7% | -12.5% |
| 3M | +18.0% | +16.0% | +2.0% | +14.5% |
| 6M | +13.7% | +3.1% | +10.6% | +12.8% |
| YTD | +35.3% | +16.0% | +19.3% | +30.3% |
| 1Y | +17.2% | +28.0% | -10.7% | +9.5% |
| All | +133.1% | +360.2% | -227.1% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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