+132.1%
HON vs GRMN
+646.1%
-514.0%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -2.6% | -1.8% | -0.8% | -1.9% |
| 30D | -11.9% | -12.1% | +0.2% | -7.4% |
| 3M | -6.1% | +18.0% | -24.1% | -13.0% |
| 6M | -19.2% | +13.7% | -32.9% | -24.2% |
| YTD | +0.2% | +35.3% | -35.1% | -13.0% |
| 1Y | -1.5% | +17.2% | -18.7% | -9.7% |
| 3Y | +17.9% | +179.6% | -161.7% | -32.8% |
| 5Y | +1.9% | +75.6% | -73.6% | -26.8% |
| All | +132.1% | +646.1% | -514.0% | -13.0% |
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 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