-43.7%
GPN vs BRKR
-39.7%
-3.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.2% | 0.0% |
| 7D | -4.3% | -8.7% | +4.3% | -2.1% |
| 30D | 0.0% | -9.9% | +9.9% | +2.4% |
| 3M | +35.8% | -3.1% | +38.9% | +33.9% |
| 6M | +22.0% | +45.5% | -23.5% | +5.0% |
| YTD | +15.2% | +13.7% | +1.5% | +6.2% |
| 1Y | +3.5% | +67.4% | -63.9% | -15.7% |
| 3Y | -26.9% | -13.2% | -13.7% | -32.3% |
| All | -43.7% | -39.7% | -3.9% | -48.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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