+76.2%
UBER vs GRMN
+75.7%
+0.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.3% |
| 7D | -7.0% | -1.4% | -5.6% | -6.5% |
| 30D | -8.9% | -13.1% | +4.2% | -3.4% |
| 3M | +1.0% | +14.9% | -13.9% | -5.7% |
| 6M | -3.7% | +13.1% | -16.8% | -9.7% |
| YTD | -13.0% | +35.3% | -48.3% | -25.1% |
| 1Y | -25.5% | +16.0% | -41.5% | -31.7% |
| 3Y | +50.5% | +179.6% | -129.1% | -26.5% |
| 5Y | +76.2% | +75.0% | +1.1% | -4.0% |
| All | +76.2% | +75.7% | +0.5% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling