+77.3%
USB vs GRAB
-72.8%
+150.0%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.6% | -5.0% | +7.6% | +3.0% |
| 30D | +8.4% | +11.3% | -2.9% | +7.4% |
| 3M | -5.5% | -12.4% | +6.9% | -4.8% |
| 6M | +17.7% | -10.7% | +28.5% | +18.4% |
| YTD | +17.6% | -35.1% | +52.6% | +20.9% |
| 1Y | +33.9% | -41.5% | +75.4% | +38.6% |
| 3Y | +103.8% | -2.7% | +106.5% | +102.8% |
| 5Y | +25.6% | -80.2% | +105.8% | +21.1% |
| All | +77.3% | -72.8% | +150.0% | +77.8% |
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