+1,182.4%
URI vs GRMN
+655.8%
+526.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -1.4% |
| 7D | -6.0% | +6.3% | -12.3% | -9.6% |
| 30D | +4.6% | +7.6% | -3.0% | -0.4% |
| 3M | -2.7% | -7.5% | +4.8% | +1.2% |
| 6M | +18.4% | +21.2% | -2.9% | +1.8% |
| YTD | +37.4% | +44.0% | -6.7% | +3.7% |
| 1Y | +30.4% | +44.7% | -14.4% | -1.9% |
| 3Y | +147.9% | +160.5% | -12.6% | +8.2% |
| 5Y | +202.1% | +124.6% | +77.4% | +46.7% |
| 10Y | +1,182.4% | +651.6% | +530.8% | +176.0% |
| All | +1,182.4% | +655.8% | +526.7% | +176.0% |
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 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