+87.4%
GPC vs FIVN
+105.2%
-17.8%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +1.1% |
| 7D | -0.6% | -9.6% | +9.0% | +0.2% |
| 30D | +1.3% | -11.9% | +13.2% | +2.3% |
| 3M | +37.1% | +40.1% | -3.0% | +32.5% |
| 6M | +23.2% | +68.3% | -45.2% | +16.1% |
| YTD | +13.1% | +51.5% | -38.4% | +7.2% |
| 1Y | +0.9% | +15.1% | -14.3% | -2.1% |
| 3Y | -0.8% | -55.6% | +54.8% | +2.5% |
| 5Y | +31.1% | -82.4% | +113.6% | +41.6% |
| 10Y | +87.4% | +114.5% | -27.1% | +53.6% |
| All | +87.4% | +105.2% | -17.8% | +53.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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