+2,600.4%
GPN vs WAT
+558.1%
+2,042.3%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.3% |
| 7D | -5.6% | +0.6% | -6.2% | -5.8% |
| 30D | +13.6% | +5.4% | +8.2% | +11.5% |
| 3M | -2.8% | +11.3% | -14.1% | -6.4% |
| 6M | +38.1% | +37.4% | +0.6% | +24.0% |
| YTD | +19.9% | +21.2% | -1.3% | +11.0% |
| 1Y | +23.4% | +21.3% | +2.1% | +14.1% |
| 3Y | -12.6% | +83.4% | -96.0% | -31.0% |
| 5Y | -26.6% | +29.0% | -55.6% | -36.1% |
| 10Y | +40.4% | +223.9% | -183.5% | -7.1% |
| All | +2,600.4% | +558.1% | +2,042.3% | +1,064.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 WAT 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