+199.3%
URI vs GPC
+7.9%
+191.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +5.7% |
| 7D | -4.0% | +0.8% | -4.9% | -4.4% |
| 30D | +6.8% | -1.1% | +7.9% | +7.1% |
| 3M | -2.8% | -6.6% | +3.8% | +0.3% |
| 6M | +20.9% | +22.2% | -1.4% | +6.1% |
| YTD | +40.2% | +5.1% | +35.2% | +31.8% |
| 1Y | +34.1% | +2.8% | +31.3% | +27.6% |
| 3Y | +164.1% | +2.4% | +161.8% | +133.5% |
| 5Y | +199.3% | +7.8% | +191.6% | +140.3% |
| All | +199.3% | +7.9% | +191.4% | +140.3% |
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