+21.8%
DOW vs GPN
+5.1%
+16.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.0% | -2.1% |
| 7D | -1.4% | -4.3% | +2.9% | -1.2% |
| 30D | -3.9% | 0.0% | -3.9% | -4.0% |
| 3M | -12.7% | +35.8% | -48.5% | -14.5% |
| 6M | -13.7% | +22.0% | -35.7% | -14.3% |
| YTD | +28.4% | +15.2% | +13.2% | +30.8% |
| 1Y | +21.8% | +3.5% | +18.3% | +31.2% |
| All | +21.8% | +5.1% | +16.7% | +31.2% |
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 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