-72.8%
GRAB vs URI
+402.3%
-475.0%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.4% |
| 7D | -5.0% | +6.7% | -11.7% | -6.8% |
| 30D | +11.3% | +8.9% | +2.5% | +8.1% |
| 3M | -12.4% | +0.5% | -13.0% | -13.2% |
| 6M | -10.7% | +20.7% | -31.4% | -16.9% |
| YTD | -35.1% | +40.0% | -75.1% | -43.5% |
| 1Y | -41.5% | +34.4% | -75.9% | -48.4% |
| 3Y | -2.7% | +149.5% | -152.2% | -34.4% |
| 5Y | -80.2% | +205.6% | -285.8% | -88.5% |
| All | -72.8% | +402.3% | -475.0% | -87.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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