+4,026.0%
UNP vs GRMN
+6,655.2%
-2,629.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | -5.3% | -2.9% | -2.5% | -4.7% |
| 30D | -1.5% | -8.4% | +6.9% | +0.6% |
| 3M | +10.3% | +15.0% | -4.7% | +5.9% |
| 6M | +9.7% | +11.2% | -1.5% | +5.9% |
| YTD | +27.1% | +37.7% | -10.6% | +16.1% |
| 1Y | +32.6% | +18.5% | +14.1% | +25.3% |
| 3Y | +40.0% | +175.8% | -135.8% | +4.4% |
| 5Y | +50.8% | +75.1% | -24.3% | +24.6% |
| 10Y | +278.6% | +637.0% | -358.4% | +122.4% |
| All | +4,026.0% | +6,655.2% | -2,629.2% | +1,480.3% |
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