+50.9%
XYZ vs GRAB
-11.7%
+62.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -5.0% | +1.8% | -1.3% |
| 7D | +2.9% | -6.1% | +8.9% | +5.4% |
| 30D | +1.4% | -11.2% | +12.6% | +6.1% |
| 3M | +14.6% | -2.4% | +17.0% | +15.5% |
| 6M | +20.8% | -18.3% | +39.1% | +29.8% |
| YTD | +23.1% | -34.9% | +57.9% | +43.1% |
| 1Y | +5.6% | -37.4% | +43.0% | +24.0% |
| 3Y | +50.9% | -12.6% | +63.5% | +52.1% |
| All | +50.9% | -11.7% | +62.6% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling