-43.8%
GPN vs WY
-22.2%
-21.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -4.6% | -4.2% | -0.4% | -2.3% |
| 30D | -0.3% | -10.1% | +9.8% | +5.8% |
| 3M | +35.4% | -8.5% | +43.9% | +41.6% |
| 6M | +21.7% | -3.3% | +25.0% | +22.6% |
| YTD | +14.9% | -4.4% | +19.3% | +15.0% |
| 1Y | +3.2% | -11.5% | +14.7% | +8.4% |
| 3Y | -27.1% | -24.3% | -2.8% | -17.7% |
| All | -43.8% | -22.2% | -21.6% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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