+1,013.1%
GRMN vs WU
-21.8%
+1,035.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -1.6% |
| 7D | -0.9% | -2.0% | +1.1% | -0.2% |
| 30D | +1.2% | +11.4% | -10.2% | -3.1% |
| 3M | -8.9% | -6.8% | -2.1% | -6.9% |
| 6M | +23.0% | -14.6% | +37.6% | +27.9% |
| YTD | +41.2% | -20.6% | +61.9% | +50.3% |
| 1Y | +47.5% | -15.4% | +62.9% | +52.8% |
| 3Y | +155.8% | -23.6% | +179.4% | +169.4% |
| 5Y | +120.2% | -43.4% | +163.6% | +154.7% |
| 10Y | +629.9% | -38.8% | +668.7% | +678.9% |
| All | +1,013.1% | -21.8% | +1,035.0% | +775.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling