+851.5%
DE vs GPN
+28.5%
+822.9%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -2.6% | -4.3% | +1.8% | -1.0% |
| 30D | +9.0% | 0.0% | +9.0% | +8.8% |
| 3M | +19.1% | +35.8% | -16.7% | +5.5% |
| 6M | +14.4% | +22.0% | -7.6% | +4.4% |
| YTD | +45.9% | +15.2% | +30.7% | +34.5% |
| 1Y | +43.6% | +3.5% | +40.1% | +37.4% |
| 3Y | +75.9% | -26.9% | +102.8% | +87.5% |
| 5Y | +98.8% | -44.2% | +143.0% | +129.9% |
| All | +851.5% | +28.5% | +822.9% | +735.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling