+516.1%
GFI vs URA
+91.2%
+424.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.3% | +4.2% | +2.4% |
| 7D | -2.7% | -5.5% | +2.8% | -0.3% |
| 30D | +13.2% | -3.7% | +16.9% | +15.1% |
| 3M | +28.5% | -2.9% | +31.4% | +30.3% |
| 6M | -6.2% | -15.2% | +9.1% | +0.9% |
| YTD | +8.7% | +1.9% | +6.8% | +9.8% |
| 1Y | +24.8% | +6.9% | +17.9% | +24.0% |
| 3Y | +298.0% | +99.6% | +198.4% | +211.7% |
| All | +516.1% | +91.2% | +424.9% | +357.0% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 2021-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded URA 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling