+2,520.1%
GPN vs RMD
+2,524.4%
-4.2%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.2% | -0.2% | -2.2% |
| 7D | -0.7% | -4.5% | +3.7% | +0.9% |
| 30D | +3.8% | +4.6% | -0.8% | +2.1% |
| 3M | +39.2% | +14.8% | +24.4% | +32.4% |
| 6M | +17.9% | -12.1% | +29.9% | +22.8% |
| YTD | +16.4% | -7.5% | +23.8% | +19.0% |
| 1Y | +3.6% | -20.1% | +23.7% | +11.5% |
| 3Y | -26.7% | +53.9% | -80.6% | -39.8% |
| 5Y | -44.8% | -22.2% | -22.6% | -43.1% |
| 10Y | +24.1% | +268.2% | -244.1% | -26.5% |
| All | +2,520.1% | +2,524.4% | -4.2% | +659.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling