+410.1%
GE vs GPN
-44.5%
+454.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.1% | -0.9% |
| 7D | -2.8% | -3.5% | +0.7% | -1.8% |
| 30D | -11.9% | +3.1% | -15.1% | -12.9% |
| 3M | +1.8% | +42.3% | -40.5% | -8.9% |
| 6M | -0.6% | +20.9% | -21.5% | -7.1% |
| YTD | +5.5% | +15.2% | -9.7% | -0.8% |
| 1Y | +15.0% | +5.4% | +9.5% | +10.7% |
| 3Y | +269.5% | -27.4% | +296.9% | +293.6% |
| All | +410.1% | -44.5% | +454.6% | +492.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling