+325.7%
HPQ vs GRMN
+6,819.4%
-6,493.8%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | +4.2% | +4.2% | +7.1% |
| 7D | +9.8% | +2.4% | +7.3% | +9.0% |
| 30D | +22.4% | -8.5% | +30.8% | +25.6% |
| 3M | +45.2% | +19.5% | +25.7% | +36.8% |
| 6M | +96.4% | +21.2% | +75.2% | +83.7% |
| YTD | +65.4% | +41.0% | +24.3% | +47.2% |
| 1Y | +31.6% | +19.6% | +12.0% | +22.9% |
| 3Y | +37.0% | +183.8% | -146.8% | -3.1% |
| 5Y | +53.0% | +83.0% | -30.0% | +22.4% |
| 10Y | +257.2% | +675.8% | -418.6% | +95.7% |
| All | +325.7% | +6,819.4% | -6,493.8% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling