+5,991.7%
URI vs GRMN
+6,890.4%
-898.8%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.3% |
| 7D | -9.8% | +4.7% | -14.5% | -11.7% |
| 30D | +1.7% | +3.4% | -1.7% | -0.1% |
| 3M | -9.1% | -5.0% | -4.0% | -7.6% |
| 6M | +9.9% | +18.6% | -8.7% | +0.2% |
| YTD | +31.2% | +42.5% | -11.3% | +9.7% |
| 1Y | +25.9% | +42.3% | -16.4% | +5.4% |
| 3Y | +147.4% | +158.5% | -11.1% | +54.2% |
| 5Y | +179.7% | +123.6% | +56.2% | +85.0% |
| 10Y | +1,419.5% | +682.5% | +737.0% | +530.2% |
| All | +5,991.7% | +6,890.4% | -898.8% | +1,185.5% |
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