+133.9%
HL vs GRMN
+18.2%
+115.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +1.5% | -2.9% | +4.3% | +2.7% |
| 30D | +25.1% | -8.4% | +33.5% | +29.5% |
| 3M | +22.9% | +15.0% | +7.9% | +14.2% |
| 6M | -4.9% | +11.2% | -16.1% | -10.0% |
| YTD | +7.8% | +37.7% | -29.9% | -8.6% |
| 1Y | +133.9% | +18.5% | +115.4% | +114.0% |
| All | +133.9% | +18.2% | +115.7% | +114.0% |
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