-27.1%
GPN vs PNC
+131.1%
-158.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.6% |
| 7D | -4.6% | -0.6% | -4.0% | -4.2% |
| 30D | -0.3% | -4.4% | +4.1% | +2.7% |
| 3M | +35.4% | +5.2% | +30.2% | +30.7% |
| 6M | +21.7% | +20.6% | +1.0% | +6.7% |
| YTD | +14.9% | +19.8% | -4.9% | +0.7% |
| 1Y | +3.2% | +24.4% | -21.2% | -12.1% |
| 3Y | -27.1% | +131.2% | -158.4% | -54.8% |
| All | -27.1% | +131.1% | -158.3% | -54.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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