+163.4%
HAL vs GRMN
+6,890.4%
-6,727.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.2% |
| 7D | -12.0% | +4.7% | -16.7% | -13.5% |
| 30D | +0.3% | +3.4% | -3.1% | -1.2% |
| 3M | -1.6% | -5.0% | +3.4% | -0.5% |
| 6M | -20.5% | +18.6% | -39.1% | -26.2% |
| YTD | +14.2% | +42.5% | -28.3% | -1.4% |
| 1Y | +18.9% | +42.3% | -23.5% | +2.6% |
| 3Y | -13.7% | +158.5% | -172.2% | -41.3% |
| 5Y | +42.2% | +123.6% | -81.4% | +0.3% |
| 10Y | -16.7% | +682.5% | -699.2% | -59.4% |
| All | +163.4% | +6,890.4% | -6,727.0% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling