+2,494.6%
GPN vs BDX
+970.5%
+1,524.1%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.6% | +2.7% |
| 7D | -3.5% | -5.4% | +1.9% | -0.9% |
| 30D | +3.1% | -2.2% | +5.3% | +4.1% |
| 3M | +42.3% | +20.1% | +22.2% | +30.2% |
| 6M | +20.9% | +9.1% | +11.8% | +15.5% |
| YTD | +15.2% | +17.9% | -2.7% | +6.0% |
| 1Y | +5.4% | +22.1% | -16.6% | -4.6% |
| 3Y | -27.4% | -10.5% | -16.9% | -25.4% |
| 5Y | -44.2% | -2.6% | -41.6% | -45.5% |
| 10Y | +27.4% | +57.5% | -30.1% | -3.4% |
| All | +2,494.6% | +970.5% | +1,524.1% | +801.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling