+340.5%
JCI vs GPN
+28.5%
+311.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.3% | +2.2% |
| 7D | +0.7% | -4.3% | +5.1% | +2.1% |
| 30D | -4.4% | 0.0% | -4.4% | -4.7% |
| 3M | +1.7% | +35.8% | -34.1% | -9.2% |
| 6M | +8.8% | +22.0% | -13.2% | -0.2% |
| YTD | +22.6% | +15.2% | +7.4% | +13.6% |
| 1Y | +36.2% | +3.5% | +32.7% | +30.4% |
| 3Y | +168.0% | -26.9% | +194.9% | +184.5% |
| 5Y | +113.5% | -44.2% | +157.7% | +142.5% |
| All | +340.5% | +28.5% | +311.9% | +299.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 10y: compounded portfolio wealth divided by compounded GPN 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…
10y analysis · Full analysis span regression · 6 months rolling