+129.9%
GPC vs FIVN
+318.5%
-188.6%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.3% |
| 7D | +1.2% | -2.3% | +3.5% | +1.4% |
| 30D | +6.0% | +12.4% | -6.4% | +4.7% |
| 3M | +42.6% | +36.0% | +6.6% | +38.3% |
| 6M | +22.8% | +86.0% | -63.2% | +15.0% |
| YTD | +15.5% | +65.9% | -50.5% | +8.9% |
| 1Y | +2.0% | +26.5% | -24.5% | -1.6% |
| 3Y | -1.4% | -54.2% | +52.8% | +1.4% |
| 5Y | +30.6% | -80.5% | +111.0% | +39.5% |
| 10Y | +80.6% | +109.6% | -29.0% | +53.2% |
| All | +129.9% | +318.5% | -188.6% | +79.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling