-14.9%
HAL vs GRMN
+628.7%
-643.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.7% |
| 7D | +6.1% | -0.9% | +7.0% | +6.5% |
| 30D | +2.9% | +1.2% | +1.7% | +1.7% |
| 3M | +3.3% | -8.9% | +12.3% | +7.4% |
| 6M | -16.9% | +23.0% | -39.9% | -27.5% |
| YTD | +21.2% | +41.2% | -20.0% | -3.9% |
| 1Y | +27.5% | +47.5% | -19.9% | -1.5% |
| 3Y | -6.4% | +155.8% | -162.2% | -53.5% |
| 5Y | +58.0% | +120.2% | -62.2% | -14.1% |
| All | -14.9% | +628.7% | -643.6% | -76.4% |
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 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