+56.7%
HST vs GRMN
+44.3%
+12.4%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | +3.6% | -0.9% | +4.5% | +3.7% |
| 30D | +11.2% | +1.2% | +10.0% | +10.8% |
| 3M | +13.1% | -8.9% | +22.0% | +14.9% |
| 6M | +23.9% | +23.0% | +0.9% | +16.6% |
| YTD | +52.3% | +41.2% | +11.1% | +35.1% |
| 1Y | +56.7% | +47.5% | +9.2% | +34.6% |
| All | +56.7% | +44.3% | +12.4% | +34.6% |
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