+65.9%
HDB vs GRMN
+636.8%
-570.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.4% |
| 7D | +4.1% | -0.1% | +4.2% | +4.1% |
| 30D | +13.0% | +3.5% | +9.4% | +11.6% |
| 3M | +11.3% | -7.3% | +18.6% | +13.6% |
| 6M | +6.9% | +21.8% | -14.8% | -0.3% |
| YTD | -29.6% | +42.8% | -72.4% | -37.8% |
| 1Y | -29.5% | +46.5% | -76.0% | -38.3% |
| 3Y | -8.1% | +158.3% | -166.4% | -39.4% |
| 5Y | -23.4% | +122.6% | -146.0% | -47.1% |
| All | +65.9% | +636.8% | -570.9% | -25.8% |
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