+3.0%
HUM vs GRMN
+74.2%
-71.2%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -1.4% | -1.8% | +0.4% | -1.2% |
| 30D | +7.5% | -12.1% | +19.6% | +9.2% |
| 3M | +10.2% | +18.0% | -7.8% | +7.2% |
| 6M | +132.5% | +13.7% | +118.8% | +127.1% |
| YTD | +57.6% | +35.3% | +22.3% | +49.5% |
| 1Y | +48.6% | +17.2% | +31.3% | +43.8% |
| 3Y | -11.2% | +179.6% | -190.8% | -26.5% |
| All | +3.0% | +74.2% | -71.2% | -8.9% |
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