+7,128.3%
URI vs GPC
+865.8%
+6,262.6%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -1.6% | -5.6% | -5.9% |
| 7D | -12.9% | +1.7% | -14.6% | -14.1% |
| 30D | -3.4% | -2.3% | -1.1% | -2.0% |
| 3M | -10.0% | -4.5% | -5.5% | -7.4% |
| 6M | +12.2% | +21.6% | -9.4% | -7.9% |
| YTD | +29.8% | +4.0% | +25.7% | +18.0% |
| 1Y | +24.6% | +3.5% | +21.1% | +13.6% |
| 3Y | +137.6% | +2.1% | +135.4% | +103.2% |
| 5Y | +176.6% | +5.5% | +171.2% | +128.5% |
| 10Y | +1,402.6% | +90.7% | +1,311.8% | +619.3% |
| All | +7,128.3% | +865.8% | +6,262.6% | +1,037.7% |
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 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