+3,172.8%
HL vs GRMN
+6,536.9%
-3,364.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.3% |
| 7D | +0.4% | -1.4% | +1.8% | +0.8% |
| 30D | +18.8% | -13.1% | +31.9% | +24.2% |
| 3M | +43.7% | +14.9% | +28.8% | +36.3% |
| 6M | -1.0% | +13.1% | -14.2% | -5.5% |
| YTD | +8.7% | +35.3% | -26.6% | -1.8% |
| 1Y | +105.0% | +16.0% | +89.0% | +93.8% |
| 3Y | +427.3% | +179.6% | +247.7% | +263.8% |
| 5Y | +249.3% | +75.0% | +174.3% | +176.6% |
| 10Y | +284.2% | +644.1% | -360.0% | +95.1% |
| All | +3,172.8% | +6,536.9% | -3,364.2% | +1,056.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling