+172.9%
C vs GRAB
-72.8%
+245.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.2% |
| 7D | +4.7% | -6.9% | +11.6% | +5.6% |
| 30D | +0.2% | +8.7% | -8.6% | -0.9% |
| 3M | -9.3% | -10.2% | +0.9% | -8.5% |
| 6M | -0.8% | -11.0% | +10.1% | 0.0% |
| YTD | +8.5% | -35.1% | +43.6% | +13.1% |
| 1Y | +23.1% | -44.0% | +67.1% | +30.2% |
| 3Y | +220.8% | -0.9% | +221.7% | +218.8% |
| 5Y | +112.4% | -80.2% | +192.6% | +108.0% |
| All | +172.9% | -72.8% | +245.7% | +172.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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