+47.7%
HAS vs GRMN
+119.5%
-71.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.4% |
| 7D | +1.4% | -0.9% | +2.3% | +1.7% |
| 30D | +26.3% | +1.2% | +25.1% | +25.7% |
| 3M | +25.6% | -8.9% | +34.5% | +29.6% |
| 6M | +30.3% | +23.0% | +7.3% | +18.6% |
| YTD | +50.4% | +41.2% | +9.1% | +28.2% |
| 1Y | +57.7% | +47.5% | +10.2% | +31.9% |
| 3Y | +213.4% | +155.8% | +57.6% | +87.6% |
| All | +47.7% | +119.5% | -71.8% | -9.8% |
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