+45.5%
UNP vs GRMN
+182.7%
-137.2%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.3% |
| 7D | -0.7% | +0.2% | -0.9% | -0.8% |
| 30D | -1.1% | -11.3% | +10.2% | +0.8% |
| 3M | +7.9% | +17.7% | -9.9% | +4.4% |
| 6M | +14.6% | +14.2% | +0.5% | +11.2% |
| YTD | +26.6% | +37.0% | -10.4% | +18.3% |
| 1Y | +35.6% | +17.0% | +18.6% | +30.3% |
| 3Y | +45.5% | +183.2% | -137.7% | +17.0% |
| All | +45.5% | +182.7% | -137.2% | +17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling