+25.3%
GPN vs GEN
+159.8%
-134.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.0% | -1.3% | -0.6% |
| 7D | -4.6% | -1.3% | -3.3% | -4.2% |
| 30D | -0.3% | +6.1% | -6.4% | -2.2% |
| 3M | +35.4% | +27.0% | +8.5% | +25.5% |
| 6M | +21.7% | +43.9% | -22.2% | +7.8% |
| YTD | +14.9% | +13.0% | +1.9% | +9.7% |
| 1Y | +3.2% | +4.0% | -0.8% | +1.1% |
| 3Y | -27.1% | +66.2% | -93.3% | -38.2% |
| 5Y | -44.4% | +23.2% | -67.5% | -49.9% |
| All | +25.3% | +159.8% | -134.5% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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