+82.2%
UBER vs GRMN
+316.6%
-234.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -3.9% | -2.9% | -1.0% | -2.5% |
| 30D | +11.1% | -8.4% | +19.6% | +16.2% |
| 3M | +4.9% | +15.0% | -10.1% | -3.5% |
| 6M | -1.2% | +11.2% | -12.4% | -7.9% |
| YTD | -7.3% | +37.7% | -45.0% | -23.4% |
| 1Y | -17.6% | +18.5% | -36.1% | -26.8% |
| 3Y | +61.1% | +175.8% | -114.8% | -25.2% |
| 5Y | +87.9% | +75.1% | +12.8% | +17.9% |
| All | +82.2% | +316.6% | -234.4% | -44.8% |
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