-43.8%
GPN vs WU
-51.3%
+7.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.6% |
| 7D | -4.6% | -3.5% | -1.1% | -2.8% |
| 30D | -0.3% | -2.9% | +2.7% | +1.4% |
| 3M | +35.4% | -2.3% | +37.7% | +34.6% |
| 6M | +21.7% | -25.4% | +47.0% | +39.7% |
| YTD | +14.9% | -21.2% | +36.1% | +28.1% |
| 1Y | +3.2% | -8.9% | +12.1% | +5.1% |
| 3Y | -27.1% | -29.0% | +1.8% | -16.9% |
| All | -43.8% | -51.3% | +7.5% | -20.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling