+2,325.8%
HAS vs GRMN
+6,890.4%
-4,564.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -0.2% | +4.7% | -4.9% | -1.3% |
| 30D | +31.0% | +3.4% | +27.6% | +29.9% |
| 3M | +30.7% | -5.0% | +35.7% | +32.1% |
| 6M | +23.9% | +18.6% | +5.3% | +17.9% |
| YTD | +48.3% | +42.5% | +5.8% | +34.6% |
| 1Y | +60.2% | +42.3% | +17.9% | +45.4% |
| 3Y | +189.2% | +158.5% | +30.7% | +124.3% |
| 5Y | +50.4% | +123.6% | -73.1% | +20.0% |
| 10Y | +104.2% | +682.5% | -578.3% | +25.6% |
| All | +2,325.8% | +6,890.4% | -4,564.7% | +793.6% |
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