+206.6%
HAL vs GRMN
+6,655.2%
-6,448.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | -2.9% | +5.8% | +3.9% |
| 30D | +17.0% | -8.4% | +25.5% | +20.5% |
| 3M | -9.7% | +15.0% | -24.7% | -14.7% |
| 6M | +8.6% | +11.2% | -2.6% | +3.1% |
| YTD | +33.0% | +37.7% | -4.7% | +16.7% |
| 1Y | +68.3% | +18.5% | +49.8% | +54.9% |
| 3Y | +0.1% | +175.8% | -175.7% | -33.3% |
| 5Y | +102.6% | +75.1% | +27.5% | +55.9% |
| 10Y | +3.8% | +637.0% | -633.2% | -48.2% |
| All | +206.6% | +6,655.2% | -6,448.6% | -16.3% |
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