+183.8%
GRMN vs WU
-28.7%
+212.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.6% | +3.7% | +4.1% |
| 7D | +2.4% | -3.5% | +5.9% | +3.3% |
| 30D | -8.5% | -2.9% | -5.5% | -7.9% |
| 3M | +19.5% | -2.3% | +21.7% | +18.5% |
| 6M | +21.2% | -25.4% | +46.6% | +29.4% |
| YTD | +41.0% | -21.2% | +62.2% | +47.9% |
| 1Y | +19.6% | -8.9% | +28.4% | +19.5% |
| 3Y | +183.8% | -29.0% | +212.8% | +197.3% |
| All | +183.8% | -28.7% | +212.5% | +197.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling