+462.0%
NDAQ vs GPC
+89.3%
+372.7%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.6% | +0.7% |
| 7D | +0.8% | +1.6% | -0.7% | +0.3% |
| 30D | +16.5% | -2.1% | +18.6% | +17.2% |
| 3M | +13.5% | -6.8% | +20.3% | +16.0% |
| 6M | +20.9% | +18.6% | +2.3% | +12.7% |
| YTD | +11.4% | +2.7% | +8.7% | +7.8% |
| 1Y | +25.9% | +1.8% | +24.1% | +22.1% |
| 3Y | +119.9% | +1.1% | +118.8% | +105.9% |
| 5Y | +61.7% | +4.1% | +57.7% | +46.9% |
| All | +462.0% | +89.3% | +372.7% | +271.3% |
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