+32.9%
URI vs GPN
+20.6%
+12.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.9% | -2.4% | -4.3% |
| 7D | -4.3% | +15.0% | -19.3% | -4.7% |
| 30D | +4.6% | +16.9% | -12.3% | +4.2% |
| 3M | -2.1% | +9.2% | -11.3% | -2.3% |
| 6M | +21.9% | +34.7% | -12.8% | +18.7% |
| YTD | +39.7% | +25.4% | +14.3% | +38.8% |
| 1Y | +32.9% | +21.7% | +11.1% | +33.0% |
| All | +32.9% | +20.6% | +12.2% | +33.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 1y: compounded portfolio wealth divided by compounded GPN 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…
1y analysis · Full analysis span regression · 6 months rolling