+6,182.4%
FIX vs GPN
+28.6%
+6,153.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -2.2% |
| 7D | +0.7% | -3.5% | +4.2% | +2.0% |
| 30D | -5.7% | +3.1% | -8.8% | -7.3% |
| 3M | -7.4% | +42.3% | -49.7% | -21.3% |
| 6M | +15.1% | +20.9% | -5.8% | +3.7% |
| YTD | +70.7% | +15.2% | +55.5% | +54.2% |
| 1Y | +111.9% | +5.4% | +106.5% | +97.7% |
| 3Y | +759.5% | -27.4% | +786.9% | +818.9% |
| 5Y | +2,164.4% | -44.2% | +2,208.6% | +2,547.9% |
| All | +6,182.4% | +28.6% | +6,153.8% | +5,620.9% |
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 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