+1,186.3%
URI vs GPN
+28.5%
+1,157.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -2.1% | -4.3% | +2.3% | +0.1% |
| 30D | -12.4% | 0.0% | -12.4% | -12.9% |
| 3M | -7.3% | +35.8% | -43.1% | -23.1% |
| 6M | +27.2% | +22.0% | +5.2% | +9.6% |
| YTD | +23.0% | +15.2% | +7.7% | +8.1% |
| 1Y | +3.9% | +3.5% | +0.4% | -3.5% |
| 3Y | +121.6% | -26.9% | +148.6% | +143.3% |
| 5Y | +201.1% | -44.2% | +245.3% | +277.0% |
| All | +1,186.3% | +28.5% | +1,157.7% | +1,133.2% |
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