+54.0%
HST vs GRMN
+45.1%
+8.9%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.1% | +3.6% | +2.8% |
| 7D | +0.6% | +6.3% | -5.8% | -0.7% |
| 30D | +14.5% | +7.6% | +6.9% | +12.7% |
| 3M | +15.4% | -7.5% | +22.9% | +17.0% |
| 6M | +22.0% | +21.2% | +0.8% | +15.3% |
| YTD | +54.9% | +44.0% | +10.8% | +35.7% |
| 1Y | +54.0% | +44.7% | +9.2% | +33.7% |
| All | +54.0% | +45.1% | +8.9% | +33.7% |
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