+7,210.0%
URI vs GAP
+146.1%
+7,063.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.3% | +2.6% |
| 7D | -9.8% | -3.8% | -6.0% | -8.8% |
| 30D | +1.7% | -9.0% | +10.8% | +4.7% |
| 3M | -9.1% | +5.5% | -14.5% | -12.0% |
| 6M | +9.9% | -11.1% | +20.9% | +11.2% |
| YTD | +31.2% | -13.6% | +44.8% | +32.7% |
| 1Y | +25.9% | -2.9% | +28.8% | +21.8% |
| 3Y | +147.4% | +69.6% | +77.8% | +73.5% |
| 5Y | +179.7% | +5.4% | +174.4% | +116.0% |
| 10Y | +1,419.5% | +17.8% | +1,401.7% | +849.6% |
| All | +7,210.0% | +146.1% | +7,063.9% | +2,473.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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