-43.7%
GPN vs BTG
+78.0%
-121.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | -0.1% |
| 7D | -4.3% | -3.8% | -0.6% | -3.9% |
| 30D | 0.0% | +3.6% | -3.6% | -0.5% |
| 3M | +35.8% | +32.0% | +3.8% | +31.1% |
| 6M | +22.0% | +3.4% | +18.6% | +20.5% |
| YTD | +15.2% | +20.8% | -5.6% | +11.0% |
| 1Y | +3.5% | +22.4% | -18.9% | -1.2% |
| 3Y | -26.9% | +91.7% | -118.7% | -36.1% |
| All | -43.7% | +78.0% | -121.7% | -50.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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