+99.3%
HLT vs GRMN
+190.9%
-91.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.3% | -0.9% |
| 7D | -1.6% | +2.4% | -4.0% | -2.1% |
| 30D | -5.0% | -8.5% | +3.4% | -3.3% |
| 3M | -10.4% | +19.5% | -29.9% | -14.6% |
| 6M | +3.2% | +21.2% | -17.9% | -2.0% |
| YTD | +6.7% | +41.0% | -34.3% | -2.7% |
| 1Y | +10.3% | +19.6% | -9.3% | +4.3% |
| 3Y | +99.3% | +183.8% | -84.5% | +61.0% |
| All | +99.3% | +190.9% | -91.6% | +61.0% |
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 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