-44.2%
GPN vs GEN
+21.4%
-65.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.7% | +1.1% | +1.5% |
| 7D | -3.5% | -4.4% | +0.8% | -1.8% |
| 30D | +3.1% | +3.7% | -0.6% | +1.5% |
| 3M | +42.3% | +22.2% | +20.0% | +31.2% |
| 6M | +20.9% | +38.9% | -18.1% | +5.4% |
| YTD | +15.2% | +11.9% | +3.3% | +9.2% |
| 1Y | +5.4% | +4.5% | +1.0% | +2.6% |
| 3Y | -27.4% | +59.0% | -86.4% | -39.3% |
| 5Y | -44.2% | +22.0% | -66.2% | -50.6% |
| All | -44.2% | +21.4% | -65.6% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling