+4,521.4%
DELL vs GPN
+27.2%
+4,494.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +1.8% | -7.1% | -6.1% |
| 7D | -1.9% | -3.5% | +1.6% | -0.6% |
| 30D | +14.9% | +3.1% | +11.8% | +13.4% |
| 3M | +37.2% | +42.3% | -5.1% | +16.2% |
| 6M | +254.0% | +20.9% | +233.1% | +219.7% |
| YTD | +306.1% | +15.2% | +290.9% | +271.0% |
| 1Y | +312.3% | +5.4% | +306.8% | +289.0% |
| 3Y | +654.0% | -27.4% | +681.4% | +709.7% |
| 5Y | +1,055.3% | -44.2% | +1,099.5% | +1,255.3% |
| 10Y | +3,948.9% | +27.4% | +3,921.6% | +3,282.0% |
| All | +4,521.4% | +27.2% | +4,494.2% | +3,770.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling