+782.8%
PH vs GRMN
+646.1%
+136.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -3.1% | -1.8% | -1.3% | -2.2% |
| 30D | -11.8% | -12.1% | +0.3% | -5.4% |
| 3M | +6.9% | +18.0% | -11.1% | -4.5% |
| 6M | -1.3% | +13.7% | -15.0% | -10.2% |
| YTD | +7.0% | +35.3% | -28.3% | -12.9% |
| 1Y | +23.1% | +17.2% | +5.9% | +8.0% |
| 3Y | +135.4% | +179.6% | -44.2% | +8.5% |
| 5Y | +250.3% | +75.6% | +174.8% | +122.3% |
| All | +782.8% | +646.1% | +136.8% | +123.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling