-43.7%
GPN vs AU
+686.2%
-729.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | 0.0% |
| 7D | -4.3% | -4.3% | -0.1% | -4.1% |
| 30D | 0.0% | +7.3% | -7.3% | -0.4% |
| 3M | +35.8% | +26.3% | +9.5% | +34.1% |
| 6M | +22.0% | +1.8% | +20.2% | +21.4% |
| YTD | +15.2% | +26.8% | -11.6% | +13.3% |
| 1Y | +3.5% | +66.7% | -63.2% | +0.3% |
| 3Y | -26.9% | +579.1% | -606.0% | -35.1% |
| All | -43.7% | +686.2% | -729.9% | -52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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