+25.3%
GPN vs RMD
+274.3%
-249.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -4.6% | -4.4% | -0.2% | -2.8% |
| 30D | -0.3% | -3.1% | +2.9% | +1.0% |
| 3M | +35.4% | +13.8% | +21.7% | +28.3% |
| 6M | +21.7% | -8.6% | +30.2% | +25.6% |
| YTD | +14.9% | -8.6% | +23.5% | +18.5% |
| 1Y | +3.2% | -19.7% | +22.9% | +12.1% |
| 3Y | -27.1% | +48.4% | -75.5% | -42.2% |
| 5Y | -44.4% | -22.7% | -21.6% | -41.7% |
| All | +25.3% | +274.3% | -249.0% | -29.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling