-26.8%
UPS vs GRMN
+179.1%
-205.8%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.0% |
| 7D | -3.7% | -1.4% | -2.3% | -3.4% |
| 30D | -3.7% | -13.1% | +9.3% | -0.6% |
| 3M | -6.6% | +14.9% | -21.5% | -10.1% |
| 6M | +2.6% | +13.1% | -10.5% | -1.0% |
| YTD | +4.8% | +35.3% | -30.5% | -3.2% |
| 1Y | +25.3% | +16.0% | +9.3% | +19.5% |
| All | -26.8% | +179.1% | -205.8% | -42.1% |
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