+25.7%
GPN vs WU
-39.1%
+64.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.3% |
| 7D | -4.3% | -3.5% | -0.8% | -2.3% |
| 30D | 0.0% | -2.9% | +3.0% | +1.8% |
| 3M | +35.8% | -2.3% | +38.1% | +34.9% |
| 6M | +22.0% | -25.4% | +47.4% | +41.8% |
| YTD | +15.2% | -21.2% | +36.4% | +29.6% |
| 1Y | +3.5% | -8.9% | +12.3% | +5.5% |
| 3Y | -26.9% | -29.0% | +2.0% | -15.7% |
| 5Y | -44.2% | -50.7% | +6.5% | -20.8% |
| All | +25.7% | -39.1% | +64.8% | +56.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded WU 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling