+6,485.4%
URI vs GRMN
+6,905.4%
-419.9%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.6% | +1.6% | +0.1% |
| 7D | +9.3% | -0.1% | +9.4% | +9.4% |
| 30D | +7.6% | +3.5% | +4.1% | +5.7% |
| 3M | +1.0% | -7.3% | +8.4% | +3.8% |
| 6M | +19.8% | +21.8% | -1.9% | +8.2% |
| YTD | +41.9% | +42.8% | -0.9% | +18.5% |
| 1Y | +33.4% | +46.5% | -13.1% | +10.3% |
| 3Y | +156.0% | +158.3% | -2.3% | +59.8% |
| 5Y | +209.5% | +122.6% | +86.9% | +105.3% |
| 10Y | +1,199.8% | +638.0% | +561.7% | +450.4% |
| All | +6,485.4% | +6,905.4% | -419.9% | +1,289.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling