+1,135.8%
URI vs GRMN
+628.7%
+507.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.6% |
| 7D | +6.7% | -0.9% | +7.6% | +7.4% |
| 30D | +8.9% | +1.2% | +7.7% | +7.6% |
| 3M | +0.5% | -8.9% | +9.4% | +5.6% |
| 6M | +20.7% | +23.0% | -2.3% | +2.8% |
| YTD | +40.0% | +41.2% | -1.2% | +7.0% |
| 1Y | +34.4% | +47.5% | -13.1% | -0.2% |
| 3Y | +149.5% | +155.8% | -6.3% | +10.1% |
| 5Y | +205.6% | +120.2% | +85.4% | +50.3% |
| All | +1,135.8% | +628.7% | +507.1% | +176.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling