+7,308.6%
URI vs GPN
+2,491.4%
+4,817.2%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -12.0% | +11.0% | +5.2% |
| 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% | -0.3% |
| YTD | +41.9% | +15.1% | +26.8% | +22.7% |
| 1Y | +33.4% | +15.4% | +17.9% | +15.1% |
| 3Y | +156.0% | -16.5% | +172.6% | +151.3% |
| 5Y | +209.5% | -29.6% | +239.1% | +222.9% |
| 10Y | +1,199.8% | +34.7% | +1,165.0% | +851.0% |
| All | +7,308.6% | +2,491.4% | +4,817.2% | +1,820.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling