-43.7%
GPN vs BDX
-2.2%
-41.4%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | -4.3% | -3.2% | -1.2% | -2.9% |
| 30D | 0.0% | -2.5% | +2.6% | +1.1% |
| 3M | +35.8% | +21.4% | +14.4% | +23.7% |
| 6M | +22.0% | +10.4% | +11.6% | +16.0% |
| YTD | +15.2% | +18.8% | -3.6% | +6.0% |
| 1Y | +3.5% | +21.7% | -18.2% | -5.9% |
| 3Y | -26.9% | -10.0% | -17.0% | -24.2% |
| All | -43.7% | -2.2% | -41.4% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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