+62.1%
D vs GPC
-1.1%
+63.1%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-04 to 2026-09-04.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -0.6% |
| 7D | +1.5% | +1.2% | +0.3% | +1.2% |
| 30D | -2.6% | +6.0% | -8.6% | -3.7% |
| 3M | 0.0% | +42.6% | -42.6% | -7.2% |
| 6M | +7.4% | +22.8% | -15.4% | +2.4% |
| YTD | +15.9% | +15.5% | +0.4% | +11.3% |
| 1Y | +18.1% | +2.0% | +16.1% | +16.4% |
| All | +62.1% | -1.1% | +63.1% | +52.8% |
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 2023-09-04 to 2026-09-04: 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…
2023-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling