+409.4%
GPN vs MUB
+76.5%
+332.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.5% |
| 7D | -5.6% | -1.3% | -4.4% | -4.7% |
| 30D | +13.6% | +2.2% | +11.4% | +12.0% |
| 3M | -2.8% | -1.6% | -1.2% | -1.6% |
| 6M | +38.1% | -1.3% | +39.3% | +39.5% |
| YTD | +19.9% | -0.7% | +20.6% | +20.7% |
| 1Y | +23.4% | -0.2% | +23.6% | +23.8% |
| 3Y | -12.6% | +9.6% | -22.3% | -17.7% |
| 5Y | -26.6% | +2.6% | -29.2% | -28.2% |
| 10Y | +40.4% | +21.5% | +18.9% | +31.0% |
| All | +409.4% | +76.5% | +332.9% | +325.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling