+86.2%
GPC vs SUI
+115.7%
-29.5%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -0.7% |
| 7D | +1.6% | +6.2% | -4.6% | -0.9% |
| 30D | -2.1% | +8.6% | -10.7% | -5.6% |
| 3M | -6.8% | +1.0% | -7.8% | -7.4% |
| 6M | +18.6% | -2.6% | +21.2% | +19.6% |
| YTD | +2.7% | -0.1% | +2.8% | +2.4% |
| 1Y | +1.8% | +0.5% | +1.3% | +1.2% |
| 3Y | +1.1% | +15.3% | -14.2% | -6.9% |
| 5Y | +4.1% | -26.1% | +30.2% | +14.3% |
| All | +86.2% | +115.7% | -29.5% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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