+217.2%
HPQ vs GRMN
+646.1%
-428.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +3.5% | -1.8% | +5.3% | +4.4% |
| 30D | +13.7% | -12.1% | +25.8% | +21.1% |
| 3M | +33.9% | +18.0% | +15.9% | +21.3% |
| 6M | +80.9% | +13.7% | +67.2% | +66.0% |
| YTD | +52.6% | +35.3% | +17.3% | +26.6% |
| 1Y | +21.2% | +17.2% | +4.0% | +8.1% |
| 3Y | +26.9% | +179.6% | -152.7% | -36.1% |
| 5Y | +41.1% | +75.6% | -34.4% | -7.1% |
| All | +217.2% | +646.1% | -428.9% | -6.0% |
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