+269.4%
HPE vs GRMN
+179.1%
+90.3%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -1.3% | +6.4% | +5.6% |
| 7D | +13.6% | -1.4% | +15.0% | +14.2% |
| 30D | +7.7% | -13.1% | +20.8% | +13.5% |
| 3M | +22.4% | +14.9% | +7.4% | +14.8% |
| 6M | +172.6% | +13.1% | +159.5% | +157.3% |
| YTD | +147.5% | +35.3% | +112.2% | +116.1% |
| 1Y | +151.8% | +16.0% | +135.8% | +132.9% |
| All | +269.4% | +179.1% | +90.3% | +179.6% |
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