-43.8%
GPN vs WPM
+263.6%
-307.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.5% |
| 7D | -4.6% | -0.6% | -4.0% | -4.6% |
| 30D | -0.3% | +14.4% | -14.7% | -1.8% |
| 3M | +35.4% | +37.0% | -1.5% | +30.5% |
| 6M | +21.7% | +4.1% | +17.5% | +20.4% |
| YTD | +14.9% | +31.7% | -16.8% | +10.3% |
| 1Y | +3.2% | +44.2% | -41.0% | -2.3% |
| 3Y | -27.1% | +265.5% | -292.6% | -41.8% |
| All | -43.8% | +263.6% | -307.5% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 5y: compounded portfolio wealth divided by compounded WPM 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…
5y analysis · Full analysis span regression · 6 months rolling