+828.0%
GRMN vs UUUU
-92.5%
+920.5%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.3% | +0.4% |
| 7D | -1.8% | -5.0% | +3.2% | -1.5% |
| 30D | -12.1% | -7.8% | -4.3% | -11.7% |
| 3M | +18.0% | -0.4% | +18.4% | +17.5% |
| 6M | +13.7% | -32.9% | +46.6% | +15.8% |
| YTD | +35.3% | -6.3% | +41.6% | +33.6% |
| 1Y | +17.2% | +7.9% | +9.3% | +13.5% |
| 3Y | +179.6% | +85.2% | +94.4% | +154.1% |
| 5Y | +75.6% | +97.0% | -21.4% | +54.9% |
| 10Y | +644.2% | +492.6% | +151.6% | +471.8% |
| All | +828.0% | -92.5% | +920.5% | +564.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling