+255.6%
UAL vs GRMN
+1,585.9%
-1,330.3%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.2% |
| 7D | +8.2% | +4.7% | +3.4% | +5.5% |
| 30D | +2.3% | +3.4% | -1.1% | +0.3% |
| 3M | -12.7% | -5.0% | -7.7% | -10.4% |
| 6M | +12.7% | +18.6% | -5.9% | +0.5% |
| YTD | +0.8% | +42.5% | -41.7% | -19.1% |
| 1Y | +17.8% | +42.3% | -24.5% | -5.4% |
| 3Y | +206.7% | +158.5% | +48.2% | +72.7% |
| 5Y | +113.9% | +123.6% | -9.7% | +29.8% |
| 10Y | +97.0% | +682.5% | -585.5% | -38.1% |
| All | +255.6% | +1,585.9% | -1,330.3% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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