+3.3%
GPC vs SUI
-2.0%
+5.2%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.4% | +2.0% |
| 7D | +0.4% | +3.4% | -3.1% | -1.4% |
| 30D | -1.8% | +4.6% | -6.4% | -4.5% |
| 3M | -6.6% | +1.6% | -8.2% | -7.6% |
| 6M | +21.3% | -3.5% | +24.8% | +22.9% |
| YTD | +4.3% | -1.0% | +5.3% | +4.0% |
| 1Y | +3.3% | -1.7% | +5.0% | +3.7% |
| All | +3.3% | -2.0% | +5.2% | +3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling