+76.6%
USB vs GRAB
-71.8%
+148.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.1% |
| 7D | +1.4% | +7.4% | -5.9% | +0.9% |
| 30D | +6.4% | +5.0% | +1.4% | +5.9% |
| 3M | -4.5% | -8.7% | +4.2% | -4.0% |
| 6M | +11.4% | -9.9% | +21.3% | +11.9% |
| YTD | +17.1% | -32.9% | +50.0% | +20.1% |
| 1Y | +32.6% | -43.2% | +75.8% | +37.5% |
| 3Y | +101.8% | +2.4% | +99.4% | +100.1% |
| 5Y | +25.1% | -77.9% | +103.0% | +20.6% |
| All | +76.6% | -71.8% | +148.4% | +76.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GRAB.
Daily Out/Under-Performance
Portfolio return minus GRAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRAB 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 GRAB 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