+14.0%
GPN vs FND
+56.5%
-42.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | -4.6% | -5.8% | +1.2% | -2.9% |
| 30D | -0.3% | -20.2% | +19.9% | +6.4% |
| 3M | +35.4% | -12.0% | +47.4% | +39.5% |
| 6M | +21.7% | -18.5% | +40.2% | +27.2% |
| YTD | +14.9% | -22.3% | +37.1% | +21.1% |
| 1Y | +3.2% | -47.6% | +50.8% | +21.8% |
| 3Y | -27.1% | -49.8% | +22.6% | -16.3% |
| 5Y | -44.4% | -63.0% | +18.6% | -34.1% |
| All | +14.0% | +56.5% | -42.5% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling