+474.3%
EXC vs GPN
+2,520.1%
-2,045.8%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.4% | +4.1% | +1.4% |
| 7D | +1.2% | -0.7% | +1.9% | +1.3% |
| 30D | -2.7% | +3.8% | -6.6% | -3.6% |
| 3M | -1.0% | +39.2% | -40.1% | -8.2% |
| 6M | -9.3% | +17.9% | -27.1% | -13.3% |
| YTD | +3.6% | +16.4% | -12.7% | -1.5% |
| 1Y | +5.9% | +3.6% | +2.3% | +3.0% |
| 3Y | +21.3% | -26.7% | +48.0% | +24.4% |
| 5Y | +46.2% | -44.8% | +91.0% | +56.1% |
| 10Y | +151.5% | +24.1% | +127.3% | +125.7% |
| All | +474.3% | +2,520.1% | -2,045.8% | +272.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling