+655.5%
HWM vs GRMN
+76.7%
+578.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.5% | -10.2% | -10.5% |
| 7D | -9.2% | +0.2% | -9.4% | -9.2% |
| 30D | -17.9% | -11.3% | -6.5% | -14.5% |
| 3M | -6.0% | +17.7% | -23.8% | -12.5% |
| 6M | -7.4% | +14.2% | -21.5% | -12.8% |
| YTD | +13.1% | +37.0% | -23.9% | -1.1% |
| 1Y | +29.3% | +17.0% | +12.3% | +19.5% |
| 3Y | +389.9% | +183.2% | +206.7% | +195.8% |
| 5Y | +655.5% | +77.3% | +578.3% | +372.5% |
| All | +655.5% | +76.7% | +578.8% | +372.5% |
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