+1,264.4%
BE vs GPN
-44.7%
+1,309.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -0.3% | +7.0% | +6.8% |
| 7D | +9.0% | -4.6% | +13.6% | +11.3% |
| 30D | +16.3% | -0.3% | +16.5% | +15.8% |
| 3M | +10.8% | +35.4% | -24.6% | -8.7% |
| 6M | +73.2% | +21.7% | +51.5% | +50.7% |
| YTD | +217.4% | +14.9% | +202.5% | +179.2% |
| 1Y | +309.8% | +3.2% | +306.6% | +278.2% |
| 3Y | +1,726.2% | -27.1% | +1,753.3% | +1,980.5% |
| All | +1,264.4% | -44.7% | +1,309.1% | +1,642.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling