+30.6%
UPS vs GRMN
+40.7%
-10.0%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +6.5% | -1.8% | +3.4% |
| 7D | +8.2% | +6.1% | +2.1% | +6.9% |
| 30D | +22.7% | +1.3% | +21.5% | +22.2% |
| 3M | +6.4% | -5.6% | +12.0% | +7.5% |
| 6M | +22.6% | +22.2% | +0.4% | +15.8% |
| YTD | +20.7% | +44.3% | -23.6% | +9.7% |
| 1Y | +30.6% | +43.1% | -12.4% | +19.3% |
| All | +30.6% | +40.7% | -10.0% | +19.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling