+248.6%
HD vs GRMN
+628.7%
-380.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.6% |
| 7D | +1.5% | -0.9% | +2.4% | +1.9% |
| 30D | +18.0% | +1.2% | +16.8% | +17.4% |
| 3M | +2.8% | -8.9% | +11.7% | +6.4% |
| 6M | +17.0% | +23.0% | -6.0% | +6.1% |
| YTD | +3.5% | +41.2% | -37.7% | -11.9% |
| 1Y | -2.6% | +47.5% | -50.1% | -18.7% |
| 3Y | +30.7% | +155.8% | -125.0% | -22.2% |
| 5Y | +6.2% | +120.2% | -114.0% | -33.2% |
| All | +248.6% | +628.7% | -380.2% | +34.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling