+23.4%
GPN vs LII
-26.1%
+49.5%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +1.1% | +3.1% | +4.0% |
| 7D | -5.6% | +2.9% | -8.6% | -6.1% |
| 30D | +13.6% | +0.9% | +12.7% | +13.0% |
| 3M | -2.8% | -15.5% | +12.7% | -0.3% |
| 6M | +38.1% | -30.2% | +68.3% | +44.4% |
| YTD | +19.9% | -26.8% | +46.8% | +18.9% |
| 1Y | +23.4% | -25.3% | +48.7% | +21.0% |
| All | +23.4% | -26.1% | +49.5% | +21.0% |
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