+8.8%
UUUU vs GPC
-0.5%
+9.3%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.8% | -5.5% | -6.2% |
| 7D | -5.0% | -1.8% | -3.3% | -4.8% |
| 30D | -7.8% | +0.1% | -7.9% | -7.8% |
| 3M | -0.4% | +37.4% | -37.8% | -6.8% |
| 6M | -32.9% | +25.4% | -58.3% | -38.4% |
| YTD | -6.3% | +12.2% | -18.4% | -11.4% |
| All | +8.8% | -0.5% | +9.3% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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