+2.4%
GPC vs SUI
+16.8%
-14.4%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -1.8% |
| 7D | +1.7% | +8.8% | -7.1% | -1.5% |
| 30D | -2.3% | +8.9% | -11.2% | -5.6% |
| 3M | -4.5% | +2.0% | -6.5% | -5.4% |
| 6M | +21.6% | -0.6% | +22.2% | +21.6% |
| YTD | +4.0% | +1.3% | +2.7% | +3.3% |
| 1Y | +3.5% | +1.3% | +2.2% | +2.7% |
| All | +2.4% | +16.8% | -14.4% | -3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling