+4,404.4%
DELL vs GPN
+28.5%
+4,375.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +8.2% | -4.3% | +12.6% | +10.0% |
| 30D | +17.1% | 0.0% | +17.1% | +16.9% |
| 3M | +45.2% | +35.8% | +9.3% | +25.3% |
| 6M | +286.8% | +22.0% | +264.8% | +248.0% |
| YTD | +354.8% | +15.2% | +339.6% | +315.4% |
| 1Y | +358.3% | +3.5% | +354.8% | +336.0% |
| 3Y | +724.9% | -26.9% | +751.8% | +783.3% |
| 5Y | +1,193.7% | -44.2% | +1,237.9% | +1,417.8% |
| All | +4,404.4% | +28.5% | +4,375.9% | +3,665.2% |
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