+32.8%
GPC vs SUI
-32.0%
+64.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.5% | +1.2% |
| 7D | +1.2% | -2.8% | +4.0% | +2.2% |
| 30D | +6.0% | -1.2% | +7.1% | +6.4% |
| 3M | +42.6% | -1.7% | +44.4% | +43.5% |
| 6M | +22.8% | -10.5% | +33.2% | +27.3% |
| YTD | +15.5% | -1.8% | +17.3% | +16.1% |
| 1Y | +2.0% | -4.1% | +6.1% | +3.3% |
| 3Y | -1.4% | +11.3% | -12.7% | -6.1% |
| All | +32.8% | -32.0% | +64.8% | +51.9% |
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 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