+1,151.9%
URI vs GPN
+34.3%
+1,117.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -12.0% | +11.0% | +5.1% |
| 7D | +9.3% | -7.1% | +16.5% | +12.8% |
| 30D | +7.6% | +7.7% | -0.1% | +1.9% |
| 3M | +1.0% | -0.1% | +1.1% | -1.3% |
| 6M | +19.8% | +29.4% | -9.5% | -0.7% |
| YTD | +41.9% | +15.1% | +26.8% | +22.4% |
| 1Y | +33.4% | +15.4% | +17.9% | +14.8% |
| 3Y | +156.0% | -16.5% | +172.6% | +153.3% |
| 5Y | +209.5% | -29.6% | +239.1% | +226.2% |
| All | +1,151.9% | +34.3% | +1,117.6% | +1,127.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling