+70.5%
HCA vs GRMN
+74.2%
-3.8%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +2.9% | -1.8% | +4.7% | +3.3% |
| 30D | +2.4% | -12.1% | +14.5% | +4.7% |
| 3M | +13.0% | +18.0% | -4.9% | +9.1% |
| 6M | -21.4% | +13.7% | -35.1% | -23.7% |
| YTD | -9.5% | +35.3% | -44.8% | -15.3% |
| 1Y | +7.5% | +17.2% | -9.7% | +3.2% |
| 3Y | +57.6% | +179.6% | -122.0% | +7.3% |
| All | +70.5% | +74.2% | -3.8% | +21.4% |
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