+116.8%
GRMN vs WU
-43.8%
+160.6%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.5% |
| 7D | -0.9% | -2.0% | +1.1% | -0.4% |
| 30D | +1.2% | +11.4% | -10.2% | -1.8% |
| 3M | -8.9% | -6.8% | -2.1% | -7.5% |
| 6M | +23.0% | -14.6% | +37.6% | +26.9% |
| YTD | +41.2% | -20.6% | +61.9% | +48.3% |
| 1Y | +47.5% | -15.4% | +62.9% | +51.7% |
| 3Y | +155.8% | -23.6% | +179.4% | +166.3% |
| All | +116.8% | -43.8% | +160.6% | +143.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling