+35.3%
HBAN vs GRMN
+74.2%
-39.0%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | 0.0% | +0.6% | +0.6% |
| 7D | -1.9% | -1.8% | -0.1% | -1.2% |
| 30D | -5.9% | -12.1% | +6.2% | -1.1% |
| 3M | +0.2% | +18.0% | -17.7% | -7.2% |
| 6M | +6.6% | +13.7% | -7.1% | 0.0% |
| YTD | -1.7% | +35.3% | -37.0% | -14.8% |
| 1Y | -1.7% | +17.2% | -19.0% | -9.9% |
| 3Y | +74.9% | +179.6% | -104.7% | +5.1% |
| All | +35.3% | +74.2% | -39.0% | -9.1% |
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