+1.4%
GPN vs LII
-33.4%
+34.8%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.2% | -2.2% |
| 7D | -6.2% | +0.5% | -6.7% | -6.3% |
| 30D | +1.0% | -11.2% | +12.3% | +3.3% |
| 3M | +36.9% | -28.8% | +65.7% | +44.6% |
| 6M | +16.8% | -26.9% | +43.7% | +21.2% |
| YTD | +13.2% | -22.2% | +35.4% | +13.6% |
| 1Y | +1.4% | -32.0% | +33.4% | +4.3% |
| All | +1.4% | -33.4% | +34.8% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 1y: compounded portfolio wealth divided by compounded LII 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…
1y analysis · Full analysis span regression · 6 months rolling