+36.8%
HST vs GRMN
+15.7%
+21.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.1% | +0.1% |
| 7D | -0.3% | -1.4% | +1.1% | -0.1% |
| 30D | -2.8% | -13.1% | +10.3% | -0.3% |
| 3M | -6.5% | +14.9% | -21.4% | -9.8% |
| 6M | +20.7% | +13.1% | +7.6% | +16.5% |
| YTD | +30.5% | +35.3% | -4.8% | +20.7% |
| 1Y | +36.8% | +16.0% | +20.8% | +27.1% |
| All | +36.8% | +15.7% | +21.0% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling