+1,649.1%
THC vs GRMN
+636.8%
+1,012.3%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -2.6% | +0.6% | -0.7% |
| 7D | +0.1% | -0.1% | +0.2% | +0.2% |
| 30D | +7.5% | +3.5% | +3.9% | +5.4% |
| 3M | +7.5% | -7.3% | +14.8% | +11.3% |
| 6M | +46.4% | +21.8% | +24.7% | +28.4% |
| YTD | +44.4% | +42.8% | +1.6% | +13.6% |
| 1Y | +43.4% | +46.5% | -3.0% | +10.9% |
| 3Y | +433.3% | +158.3% | +275.0% | +141.0% |
| 5Y | +262.5% | +122.6% | +139.9% | +80.7% |
| All | +1,649.1% | +636.8% | +1,012.3% | +358.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling