+73.3%
T vs GRAB
-74.3%
+147.6%
-35.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.3% | +0.7% | +2.0% |
| 7D | +1.5% | -10.8% | +12.3% | +1.6% |
| 30D | +7.5% | -15.5% | +23.0% | +7.7% |
| 3M | +14.8% | -9.0% | +23.8% | +14.9% |
| 6M | -1.7% | -21.6% | +19.8% | -1.5% |
| YTD | +8.7% | -38.9% | +47.6% | +9.3% |
| 1Y | -7.5% | -44.8% | +37.4% | -6.8% |
| 3Y | +110.2% | -18.4% | +128.7% | +109.2% |
| 5Y | +71.6% | -71.6% | +143.3% | +65.9% |
| All | +73.3% | -74.3% | +147.6% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 10y: compounded portfolio wealth divided by compounded GRAB 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…
10y analysis · Full analysis span regression · 6 months rolling