+29.0%
ALL vs GPC
-0.1%
+29.1%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -2.9% | +0.6% | -2.0% |
| 7D | -1.7% | +0.2% | -1.9% | -1.7% |
| 30D | -4.7% | -0.4% | -4.3% | -4.6% |
| 3M | +18.4% | +39.2% | -20.8% | +15.9% |
| 6M | +20.5% | +18.2% | +2.3% | +18.9% |
| YTD | +23.5% | +12.1% | +11.5% | +18.1% |
| 1Y | +29.0% | -0.7% | +29.6% | +25.5% |
| All | +29.0% | -0.1% | +29.1% | +25.5% |
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