+980.1%
GRMN vs WU
-21.6%
+1,001.7%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.5% | +2.0% | +0.5% |
| 7D | +0.2% | -0.8% | +1.0% | +0.5% |
| 30D | -11.3% | -1.1% | -10.2% | -11.1% |
| 3M | +17.7% | -1.8% | +19.5% | +16.5% |
| 6M | +14.2% | -23.9% | +38.1% | +24.6% |
| YTD | +37.0% | -20.4% | +57.4% | +46.4% |
| 1Y | +17.0% | -10.6% | +27.6% | +18.4% |
| 3Y | +183.2% | -27.7% | +210.9% | +205.4% |
| 5Y | +77.3% | -51.1% | +128.4% | +118.3% |
| 10Y | +630.9% | -40.7% | +671.6% | +693.4% |
| All | +980.1% | -21.6% | +1,001.7% | +752.7% |
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