+5.6%
HD vs GRMN
+184.1%
-178.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | -2.1% | -2.9% | +0.8% | -1.5% |
| 30D | -8.4% | -8.4% | 0.0% | -6.8% |
| 3M | +4.3% | +15.0% | -10.7% | +0.8% |
| 6M | -11.1% | +11.2% | -22.3% | -13.6% |
| YTD | -4.7% | +37.7% | -42.4% | -11.4% |
| 1Y | -19.8% | +18.5% | -38.3% | -23.5% |
| All | +5.6% | +184.1% | -178.6% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling