+40.3%
BMY vs GPN
+5.1%
+35.2%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.8% | -4.3% | -0.4% | -4.3% |
| 30D | -0.1% | 0.0% | -0.1% | -0.1% |
| 3M | +13.1% | +35.8% | -22.7% | +9.6% |
| 6M | +8.4% | +22.0% | -13.6% | +5.6% |
| YTD | +22.0% | +15.2% | +6.8% | +19.5% |
| 1Y | +40.3% | +3.5% | +36.8% | +38.6% |
| All | +40.3% | +5.1% | +35.2% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling