+67.6%
UBER vs GRMN
+327.3%
-259.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.4% |
| 7D | +1.6% | -0.9% | +2.5% | +2.1% |
| 30D | +0.6% | +1.2% | -0.6% | -0.1% |
| 3M | -8.2% | -8.9% | +0.8% | -4.2% |
| 6M | -6.7% | +23.0% | -29.7% | -17.7% |
| YTD | -14.7% | +41.2% | -55.9% | -30.8% |
| 1Y | -24.1% | +47.5% | -71.6% | -39.9% |
| 3Y | +33.4% | +155.8% | -122.3% | -34.0% |
| 5Y | +54.5% | +120.2% | -65.7% | -16.6% |
| All | +67.6% | +327.3% | -259.7% | -50.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling