+32.8%
USB vs GRMN
+43.0%
-10.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.0% | -1.1% | -1.9% |
| 7D | -1.5% | +2.3% | -3.8% | -1.9% |
| 30D | +4.3% | +2.6% | +1.7% | +3.8% |
| 3M | -6.1% | -5.0% | -1.1% | -5.4% |
| 6M | +9.4% | +23.1% | -13.7% | +4.1% |
| YTD | +15.2% | +42.9% | -27.7% | +3.4% |
| 1Y | +32.8% | +41.7% | -8.9% | +19.8% |
| All | +32.8% | +43.0% | -10.2% | +19.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling