+203.4%
URI vs GPC
+30.9%
+172.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.0% |
| 7D | -2.0% | +1.2% | -3.2% | -2.6% |
| 30D | -12.9% | +6.0% | -18.9% | -15.6% |
| 3M | -6.7% | +42.6% | -49.4% | -24.4% |
| 6M | +19.0% | +22.8% | -3.8% | +4.6% |
| YTD | +25.5% | +15.5% | +10.1% | +12.6% |
| 1Y | +5.5% | +2.0% | +3.5% | +2.1% |
| 3Y | +111.3% | -1.4% | +112.7% | +99.5% |
| All | +203.4% | +30.9% | +172.5% | +107.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling