+61,246.3%
SU vs GPC
+2,341.8%
+58,904.5%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.7% |
| 7D | +3.6% | +1.2% | +2.4% | +3.6% |
| 30D | +7.9% | +6.0% | +1.9% | +8.0% |
| 3M | +3.5% | +42.6% | -39.1% | +3.9% |
| 6M | +19.0% | +22.8% | -3.8% | +19.4% |
| YTD | +55.0% | +15.5% | +39.5% | +55.5% |
| 1Y | +71.2% | +2.0% | +69.2% | +71.6% |
| 3Y | +117.4% | -1.4% | +118.9% | +117.5% |
| 5Y | +335.2% | +30.6% | +304.6% | +341.6% |
| 10Y | +248.7% | +80.6% | +168.1% | +246.2% |
| All | +61,246.3% | +2,341.8% | +58,904.5% | +228,774.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling