+39.7%
HPQ vs GRMN
+73.8%
-34.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.3% | +6.2% | +5.5% |
| 7D | +2.2% | -1.4% | +3.6% | +2.8% |
| 30D | +9.7% | -13.1% | +22.8% | +16.3% |
| 3M | +32.7% | +14.9% | +17.8% | +23.7% |
| 6M | +77.7% | +13.1% | +64.6% | +66.0% |
| YTD | +51.0% | +35.3% | +15.7% | +29.0% |
| 1Y | +18.4% | +16.0% | +2.4% | +8.1% |
| 3Y | +25.6% | +179.6% | -154.0% | -31.4% |
| All | +39.7% | +73.8% | -34.1% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling