+29.3%
GPC vs MDY
+47.1%
-17.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.7% | -2.3% | -2.4% |
| 7D | +0.2% | +1.0% | -0.8% | -0.5% |
| 30D | -0.4% | -3.1% | +2.7% | +1.9% |
| 3M | +39.2% | +1.8% | +37.3% | +37.3% |
| 6M | +18.2% | +10.8% | +7.4% | +9.6% |
| YTD | +12.1% | +14.4% | -2.3% | +1.4% |
| 1Y | -0.7% | +15.2% | -15.9% | -10.7% |
| 3Y | -1.7% | +51.2% | -52.9% | -28.0% |
| 5Y | +29.3% | +47.2% | -18.0% | -3.7% |
| All | +29.3% | +47.1% | -17.8% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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