+77.3%
GRMN vs URA
+135.9%
-58.6%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.1% | -3.6% | -1.1% |
| 7D | +0.2% | +8.1% | -7.9% | -1.3% |
| 30D | -11.3% | +5.8% | -17.1% | -12.4% |
| 3M | +17.7% | +3.4% | +14.3% | +16.5% |
| 6M | +14.2% | -2.6% | +16.8% | +13.9% |
| YTD | +37.0% | +11.2% | +25.9% | +32.4% |
| 1Y | +17.0% | +19.8% | -2.8% | +10.0% |
| 3Y | +183.2% | +121.5% | +61.7% | +125.0% |
| All | +77.3% | +135.9% | -58.6% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling