+19.6%
GRMN vs USHY
+3.5%
+16.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.1% |
| 7D | +2.4% | -0.7% | +3.1% | +5.1% |
| 30D | -8.5% | -0.7% | -7.8% | -6.1% |
| 3M | +19.5% | +0.1% | +19.4% | +19.2% |
| 6M | +21.2% | +1.8% | +19.4% | +13.5% |
| YTD | +41.0% | +1.8% | +39.3% | +33.0% |
| 1Y | +19.6% | +3.3% | +16.3% | +6.8% |
| All | +19.6% | +3.5% | +16.1% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 1y: compounded portfolio wealth divided by compounded USHY 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…
1y analysis · Full analysis span regression · 6 months rolling