-44.2%
GPN vs MUB
+0.7%
-44.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.7% | +2.5% | +2.6% |
| 7D | -3.5% | -1.2% | -2.3% | -2.1% |
| 30D | +3.1% | -2.8% | +5.9% | +6.7% |
| 3M | +42.3% | -3.1% | +45.3% | +47.8% |
| 6M | +20.9% | -2.9% | +23.7% | +25.3% |
| YTD | +15.2% | -2.0% | +17.2% | +18.3% |
| 1Y | +5.4% | 0.0% | +5.5% | +5.9% |
| 3Y | -27.4% | +7.4% | -34.8% | -33.8% |
| 5Y | -44.2% | +0.8% | -45.0% | -58.9% |
| All | -44.2% | +0.7% | -44.9% | -58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling