+2,611.5%
GPN vs GEN
+1,542.1%
+1,069.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.2% | +3.0% | +1.4% |
| 7D | +0.8% | -1.2% | +2.0% | +1.1% |
| 30D | +5.8% | +10.1% | -4.4% | +3.0% |
| 3M | +37.0% | +16.1% | +20.9% | +31.6% |
| 6M | +20.1% | +38.9% | -18.7% | +9.5% |
| YTD | +20.4% | +14.4% | +6.0% | +15.5% |
| 1Y | +7.4% | +5.9% | +1.6% | +5.2% |
| 3Y | -26.1% | +58.8% | -84.9% | -35.5% |
| 5Y | -38.5% | +24.7% | -63.2% | -43.8% |
| 10Y | +28.4% | +163.1% | -134.7% | -8.0% |
| All | +2,611.5% | +1,542.1% | +1,069.4% | +925.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling