+23.5%
XHB vs GRMN
+179.1%
-155.5%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.3% | -0.2% | -1.1% |
| 7D | -1.9% | -1.4% | -0.5% | -1.5% |
| 30D | -8.3% | -13.1% | +4.8% | -4.3% |
| 3M | -7.1% | +14.9% | -22.1% | -12.1% |
| 6M | -5.3% | +13.1% | -18.4% | -9.8% |
| YTD | -3.2% | +35.3% | -38.5% | -13.5% |
| 1Y | -13.9% | +16.0% | -29.9% | -19.2% |
| All | +23.5% | +179.1% | -155.5% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling