+63,606.1%
SU vs GPC
+2,081.1%
+61,524.9%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.9% |
| 7D | +1.7% | +0.4% | +1.3% | +1.7% |
| 30D | -7.9% | -6.3% | -1.6% | -7.9% |
| 3M | +7.5% | -8.2% | +15.7% | +7.4% |
| 6M | +7.2% | +27.1% | -19.9% | +7.5% |
| YTD | +60.9% | +3.1% | +57.8% | +61.3% |
| 1Y | +63.6% | +0.1% | +63.6% | +64.0% |
| 3Y | +128.9% | +0.2% | +128.7% | +129.3% |
| 5Y | +228.3% | +4.9% | +223.4% | +230.7% |
| 10Y | +240.6% | +75.2% | +165.4% | +245.1% |
| All | +63,606.1% | +2,081.1% | +61,524.9% | +237,260.9% |
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