+67.5%
SU vs GPC
-0.5%
+68.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | -0.2% |
| 7D | +1.7% | -1.8% | +3.4% | +1.5% |
| 30D | +9.6% | +0.1% | +9.5% | +9.7% |
| 3M | +11.7% | +37.4% | -25.6% | +13.5% |
| 6M | +21.9% | +25.4% | -3.5% | +24.8% |
| YTD | +58.6% | +12.2% | +46.5% | +62.9% |
| All | +67.5% | -0.5% | +68.0% | +72.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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