+6,893.4%
URI vs GPC
+971.6%
+5,921.8%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.7% |
| 7D | -2.0% | +1.2% | -3.2% | -2.9% |
| 30D | -12.9% | +6.0% | -18.9% | -17.1% |
| 3M | -6.7% | +42.6% | -49.4% | -32.0% |
| 6M | +19.0% | +22.8% | -3.8% | -2.9% |
| YTD | +25.5% | +15.5% | +10.1% | +5.6% |
| 1Y | +5.5% | +2.0% | +3.5% | -1.9% |
| 3Y | +111.3% | -1.4% | +112.7% | +87.7% |
| 5Y | +198.6% | +30.6% | +168.0% | +106.7% |
| 10Y | +1,179.9% | +80.6% | +1,099.3% | +550.1% |
| All | +6,893.4% | +971.6% | +5,921.8% | +918.5% |
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