+4.7%
HWM vs GRMN
+45.1%
-40.4%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.1% | +2.4% | +1.4% |
| 7D | -1.8% | +6.3% | -8.1% | -2.2% |
| 30D | -2.7% | +7.6% | -10.3% | -3.4% |
| 3M | -22.7% | -7.5% | -15.3% | -22.1% |
| 6M | -18.9% | +21.2% | -40.2% | -22.3% |
| YTD | +7.1% | +44.0% | -37.0% | +0.4% |
| 1Y | +4.7% | +44.7% | -40.1% | -2.0% |
| All | +4.7% | +45.1% | -40.4% | -2.0% |
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