+1,464.4%
GRMN vs URA
-49.7%
+1,514.0%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.5% |
| 7D | +1.7% | +2.9% | -1.2% | +0.9% |
| 30D | +10.2% | -10.8% | +21.0% | +12.8% |
| 3M | -4.7% | -25.5% | +20.8% | +1.3% |
| 6M | +22.3% | -41.2% | +63.5% | +36.5% |
| YTD | +46.7% | -21.3% | +67.9% | +51.0% |
| 1Y | +49.6% | -25.7% | +75.4% | +55.8% |
| 3Y | +165.3% | +43.1% | +122.2% | +124.8% |
| 5Y | +130.3% | +35.6% | +94.7% | +91.4% |
| 10Y | +658.0% | +281.3% | +376.7% | +344.2% |
| All | +1,464.4% | -49.7% | +1,514.0% | +1,181.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling