+25.3%
GPN vs SPXU
-99.6%
+124.9%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | -1.3% |
| 7D | -4.6% | +2.5% | -7.1% | -3.6% |
| 30D | -0.3% | +4.2% | -4.5% | +1.7% |
| 3M | +35.4% | -9.3% | +44.7% | +30.9% |
| 6M | +21.7% | -30.7% | +52.4% | +6.6% |
| YTD | +14.9% | -28.1% | +43.0% | +3.0% |
| 1Y | +3.2% | -35.2% | +38.4% | -10.7% |
| 3Y | -27.1% | -79.9% | +52.8% | -56.4% |
| 5Y | -44.4% | -86.4% | +42.0% | -65.5% |
| All | +25.3% | -99.6% | +124.9% | -71.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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