+5,727.9%
URI vs GRMN
+6,655.2%
-927.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -2.9% | +0.9% | -0.7% |
| 30D | -12.9% | -8.4% | -4.5% | -9.6% |
| 3M | -6.7% | +15.0% | -21.7% | -13.2% |
| 6M | +19.0% | +11.2% | +7.8% | +11.8% |
| YTD | +25.5% | +37.7% | -12.2% | +7.1% |
| 1Y | +5.5% | +18.5% | -12.9% | -4.4% |
| 3Y | +111.3% | +175.8% | -64.5% | +28.4% |
| 5Y | +198.6% | +75.1% | +123.5% | +119.6% |
| 10Y | +1,179.9% | +637.0% | +542.9% | +446.6% |
| All | +5,727.9% | +6,655.2% | -927.3% | +1,155.2% |
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