+204.5%
URI vs GRMN
+119.5%
+85.0%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.1% | -0.2% | -0.8% |
| 7D | +6.7% | -0.9% | +7.6% | +7.2% |
| 30D | +8.9% | +1.2% | +7.7% | +8.1% |
| 3M | +0.5% | -8.9% | +9.4% | +4.2% |
| 6M | +20.7% | +23.0% | -2.3% | +8.0% |
| YTD | +40.0% | +41.2% | -1.2% | +15.6% |
| 1Y | +34.4% | +47.5% | -13.1% | +8.6% |
| 3Y | +149.5% | +155.8% | -6.3% | +35.0% |
| All | +204.5% | +119.5% | +85.0% | +77.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling