+356.9%
GPN vs WU
-21.6%
+378.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.5% | -0.9% | -2.2% |
| 7D | -0.7% | -0.8% | +0.1% | -0.3% |
| 30D | +3.8% | -1.1% | +5.0% | +4.5% |
| 3M | +39.2% | -1.8% | +41.0% | +38.5% |
| 6M | +17.9% | -23.9% | +41.8% | +32.0% |
| YTD | +16.4% | -20.4% | +36.8% | +27.6% |
| 1Y | +3.6% | -10.6% | +14.2% | +6.7% |
| 3Y | -26.7% | -27.7% | +1.1% | -17.8% |
| 5Y | -44.8% | -51.1% | +6.3% | -26.9% |
| 10Y | +24.1% | -40.7% | +64.9% | +50.0% |
| All | +356.9% | -21.6% | +378.5% | +351.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling