+820.4%
MSCI vs GPC
+78.6%
+741.8%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.0% |
| 7D | -1.9% | -2.1% | +0.2% | -1.1% |
| 30D | +16.5% | -4.5% | +21.0% | +18.3% |
| 3M | +18.2% | -7.7% | +25.9% | +21.4% |
| 6M | +14.0% | +24.3% | -10.3% | +3.8% |
| YTD | +16.6% | +3.5% | +13.1% | +12.4% |
| 1Y | +14.8% | +0.7% | +14.1% | +11.8% |
| 3Y | +33.3% | 0.0% | +33.3% | +24.8% |
| 5Y | +9.1% | +5.8% | +3.2% | -0.9% |
| 10Y | +820.4% | +75.8% | +744.6% | +514.4% |
| All | +820.4% | +78.6% | +741.8% | +514.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 GPC 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