+1,787.6%
HAS vs GRMN
+6,655.2%
-4,867.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | -1.8% | -2.9% | +1.1% | -1.1% |
| 30D | +2.3% | -8.4% | +10.7% | +4.4% |
| 3M | +10.4% | +15.0% | -4.6% | +6.1% |
| 6M | -3.2% | +11.2% | -14.4% | -6.5% |
| YTD | +15.4% | +37.7% | -22.3% | +5.7% |
| 1Y | +18.8% | +18.5% | +0.3% | +12.6% |
| 3Y | +43.9% | +175.8% | -131.9% | +10.0% |
| 5Y | +13.9% | +75.1% | -61.2% | -4.2% |
| 10Y | +56.4% | +637.0% | -580.6% | -2.5% |
| All | +1,787.6% | +6,655.2% | -4,867.6% | +601.8% |
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 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