+208.9%
XHB vs GRMN
+674.8%
-465.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.8% | -2.2% | -0.4% |
| 7D | -4.6% | +2.0% | -6.7% | -5.6% |
| 30D | -9.1% | -8.8% | -0.3% | -4.7% |
| 3M | -8.6% | +19.0% | -27.6% | -18.0% |
| 6M | -4.0% | +20.7% | -24.7% | -14.7% |
| YTD | -3.9% | +40.5% | -44.4% | -22.0% |
| 1Y | -16.5% | +19.1% | -35.6% | -26.1% |
| 3Y | +22.6% | +182.7% | -160.1% | -40.4% |
| 5Y | +33.9% | +82.3% | -48.4% | -15.7% |
| All | +208.9% | +674.8% | -465.9% | -7.3% |
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