-27.1%
GPN vs TRI
-18.9%
-8.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.8% |
| 7D | -4.6% | -7.9% | +3.3% | -2.3% |
| 30D | -0.3% | -4.5% | +4.2% | +0.8% |
| 3M | +35.4% | +22.1% | +13.3% | +27.0% |
| 6M | +21.7% | -2.8% | +24.4% | +20.6% |
| YTD | +14.9% | -23.4% | +38.3% | +21.4% |
| 1Y | +3.2% | -41.5% | +44.7% | +16.1% |
| 3Y | -27.1% | -19.2% | -7.9% | -32.1% |
| All | -27.1% | -18.9% | -8.2% | -32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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