+950.1%
THC vs GRMN
+633.1%
+317.0%
-71.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.0% |
| 7D | -2.6% | +0.2% | -2.7% | -2.6% |
| 30D | -1.2% | -11.3% | +10.2% | +5.3% |
| 3M | +58.9% | +17.7% | +41.2% | +43.0% |
| 6M | +9.3% | +14.2% | -4.8% | -0.5% |
| YTD | +30.4% | +37.0% | -6.7% | +5.2% |
| 1Y | +34.6% | +17.0% | +17.6% | +17.9% |
| 3Y | +246.7% | +183.2% | +63.5% | +42.5% |
| 5Y | +244.5% | +77.3% | +167.3% | +103.5% |
| 10Y | +950.1% | +630.9% | +319.2% | +155.6% |
| All | +950.1% | +633.1% | +317.0% | +155.6% |
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