+404.4%
GPN vs SPXU
-100.0%
+504.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.7% | -5.1% | -2.7% |
| 7D | -0.7% | -1.5% | +0.8% | -1.2% |
| 30D | +3.8% | +3.7% | +0.1% | +5.5% |
| 3M | +39.2% | -9.6% | +48.7% | +34.9% |
| 6M | +17.9% | -32.4% | +50.2% | +3.4% |
| YTD | +16.4% | -28.7% | +45.0% | +4.9% |
| 1Y | +3.6% | -38.2% | +41.8% | -10.9% |
| 3Y | -26.7% | -80.4% | +53.8% | -54.4% |
| 5Y | -44.8% | -86.0% | +41.2% | -63.7% |
| 10Y | +24.1% | -99.5% | +123.7% | -64.1% |
| All | +404.4% | -100.0% | +504.3% | -44.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling