-38.7%
GPN vs ACWI
+67.7%
-106.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | 0.0% | +0.9% | +0.9% |
| 7D | +0.8% | +0.5% | +0.3% | +0.2% |
| 30D | +5.8% | +0.9% | +4.9% | +4.7% |
| 3M | +37.0% | +2.4% | +34.6% | +32.7% |
| 6M | +20.1% | +12.4% | +7.8% | +3.4% |
| YTD | +20.4% | +15.2% | +5.3% | +0.5% |
| 1Y | +7.4% | +22.7% | -15.3% | -17.4% |
| 3Y | -26.1% | +75.8% | -101.9% | -64.0% |
| All | -38.7% | +67.7% | -106.4% | -69.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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