+109.7%
HAL vs GRMN
+76.7%
+33.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.6% |
| 7D | +0.5% | +0.2% | +0.3% | +0.4% |
| 30D | +15.9% | -11.3% | +27.3% | +19.6% |
| 3M | -8.7% | +17.7% | -26.4% | -13.4% |
| 6M | +9.0% | +14.2% | -5.1% | +3.8% |
| YTD | +32.0% | +37.0% | -5.0% | +18.2% |
| 1Y | +72.5% | +17.0% | +55.5% | +61.6% |
| 3Y | -4.5% | +183.2% | -187.7% | -33.6% |
| 5Y | +109.7% | +77.3% | +32.4% | +56.9% |
| All | +109.7% | +76.7% | +33.0% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling