+6.7%
HCA vs GRMN
+21.5%
-14.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.2% | -2.9% | +1.2% |
| 7D | +5.4% | +2.4% | +3.0% | +5.3% |
| 30D | +3.0% | -8.5% | +11.4% | +3.2% |
| 3M | +13.0% | +19.5% | -6.4% | +12.1% |
| 6M | -20.3% | +21.2% | -41.4% | -20.7% |
| YTD | -8.2% | +41.0% | -49.3% | -7.3% |
| 1Y | +6.7% | +19.6% | -12.9% | +7.9% |
| All | +6.7% | +21.5% | -14.8% | +7.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling