+5.5%
GPC vs SUI
-25.7%
+31.1%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.7% | -2.2% | -1.8% |
| 7D | +1.7% | +8.8% | -7.1% | -1.3% |
| 30D | -2.3% | +8.9% | -11.2% | -5.3% |
| 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% | +2.8% |
| 3Y | +2.1% | +16.3% | -14.1% | -4.3% |
| 5Y | +5.5% | -25.1% | +30.5% | +17.5% |
| All | +5.5% | -25.7% | +31.1% | +17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling