+7,213.8%
URI vs GPN
+2,600.4%
+4,613.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +4.2% | -5.5% | -3.5% |
| 7D | +6.7% | -5.6% | +12.4% | +9.2% |
| 30D | +8.9% | +13.6% | -4.7% | +0.1% |
| 3M | +0.5% | -2.8% | +3.3% | -0.2% |
| 6M | +20.7% | +38.1% | -17.4% | -3.1% |
| YTD | +40.0% | +19.9% | +20.1% | +18.5% |
| 1Y | +34.4% | +23.4% | +11.0% | +11.8% |
| 3Y | +149.5% | -12.6% | +162.1% | +138.9% |
| 5Y | +205.6% | -26.6% | +232.2% | +211.8% |
| 10Y | +1,183.1% | +40.4% | +1,142.7% | +818.1% |
| All | +7,213.8% | +2,600.4% | +4,613.4% | +1,753.9% |
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