+669.0%
GRMN vs UUUU
+465.5%
+203.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -5.0% | +9.2% | +4.7% |
| 7D | +2.4% | -10.5% | +12.9% | +3.4% |
| 30D | -8.5% | -10.5% | +2.0% | -7.7% |
| 3M | +19.5% | -14.1% | +33.6% | +20.5% |
| 6M | +21.2% | -35.5% | +56.7% | +24.7% |
| YTD | +41.0% | -10.9% | +52.0% | +39.1% |
| 1Y | +19.6% | +3.4% | +16.2% | +14.2% |
| 3Y | +183.8% | +73.1% | +110.7% | +146.9% |
| 5Y | +83.0% | +87.1% | -4.1% | +51.8% |
| All | +669.0% | +465.5% | +203.5% | +410.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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