-44.2%
GPN vs BEN
+36.2%
-80.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.5% |
| 7D | -3.5% | +0.3% | -3.8% | -3.7% |
| 30D | +3.1% | +0.9% | +2.2% | +2.6% |
| 3M | +42.3% | +9.2% | +33.1% | +35.3% |
| 6M | +20.9% | +36.8% | -15.9% | +1.2% |
| YTD | +15.2% | +44.4% | -29.2% | -6.1% |
| 1Y | +5.4% | +45.8% | -40.4% | -14.7% |
| 3Y | -27.4% | +52.5% | -79.9% | -44.6% |
| 5Y | -44.2% | +37.7% | -81.9% | -58.6% |
| All | -44.2% | +36.2% | -80.5% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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