+1,377.3%
GPC vs MDY
+2,662.7%
-1,285.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.1% | +1.0% | +1.0% |
| 7D | +1.2% | +0.1% | +1.1% | +1.1% |
| 30D | +6.0% | -1.5% | +7.5% | +7.0% |
| 3M | +42.6% | +0.8% | +41.9% | +41.8% |
| 6M | +22.8% | +7.4% | +15.3% | +16.8% |
| YTD | +15.5% | +15.2% | +0.3% | +4.7% |
| 1Y | +2.0% | +16.5% | -14.5% | -8.3% |
| 3Y | -1.4% | +46.8% | -48.2% | -24.6% |
| 5Y | +30.6% | +46.0% | -15.4% | -0.6% |
| 10Y | +80.6% | +172.1% | -91.5% | -8.4% |
| All | +1,377.3% | +2,662.7% | -1,285.4% | +127.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling