-17.4%
HAL vs GRMN
+636.8%
-654.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.6% | +2.1% | +0.8% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | -0.1% | +3.5% | -3.6% | -2.3% |
| 3M | -1.1% | -7.3% | +6.2% | +1.9% |
| 6M | -20.7% | +21.8% | -42.5% | -30.4% |
| YTD | +17.5% | +42.8% | -25.3% | -7.3% |
| 1Y | +24.1% | +46.5% | -22.4% | -3.6% |
| 3Y | -8.4% | +158.3% | -166.7% | -54.7% |
| 5Y | +53.2% | +122.6% | -69.4% | -17.1% |
| All | -17.4% | +636.8% | -654.3% | -77.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling