-28.2%
GPN vs MUB
+8.2%
-36.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.0% |
| 7D | -6.2% | -0.7% | -5.5% | -5.4% |
| 30D | +1.0% | -2.0% | +3.0% | +3.6% |
| 3M | +36.9% | -2.5% | +39.4% | +41.4% |
| 6M | +16.8% | -2.3% | +19.1% | +20.4% |
| YTD | +13.2% | -1.3% | +14.5% | +15.4% |
| 1Y | +1.4% | +1.1% | +0.3% | +0.8% |
| All | -28.2% | +8.2% | -36.4% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 3y: compounded portfolio wealth divided by compounded MUB 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…
3y analysis · Full analysis span regression · 6 months rolling