+238.2%
HL vs GRMN
+73.8%
+164.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -5.6% | -1.8% | -3.8% | -5.0% |
| 30D | +12.7% | -12.1% | +24.8% | +17.8% |
| 3M | +42.5% | +18.0% | +24.5% | +32.9% |
| 6M | -9.0% | +13.7% | -22.7% | -13.7% |
| YTD | +4.4% | +35.3% | -30.9% | -6.6% |
| 1Y | +82.7% | +17.2% | +65.4% | +70.5% |
| 3Y | +406.3% | +179.6% | +226.7% | +203.1% |
| 5Y | +238.2% | +75.6% | +162.6% | +94.2% |
| All | +238.2% | +73.8% | +164.3% | +94.2% |
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