+1,368.7%
GRMN vs URA
-31.1%
+1,399.8%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.2% |
| 7D | -2.9% | +1.1% | -3.9% | -3.1% |
| 30D | -8.4% | +7.4% | -15.8% | -10.1% |
| 3M | +15.0% | -8.4% | +23.4% | +16.5% |
| 6M | +11.2% | -12.7% | +23.9% | +13.5% |
| YTD | +37.7% | +7.8% | +29.9% | +32.6% |
| 1Y | +18.5% | +19.5% | -1.0% | +9.8% |
| 3Y | +175.8% | +116.4% | +59.4% | +112.5% |
| 5Y | +75.1% | +134.3% | -59.2% | +26.6% |
| 10Y | +637.0% | +359.3% | +277.8% | +316.6% |
| All | +1,368.7% | -31.1% | +1,399.8% | +1,024.8% |
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