+98.2%
NI vs GPC
+1.3%
+96.9%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.3% | +0.6% |
| 7D | +1.5% | +0.4% | +1.1% | +1.5% |
| 30D | +11.9% | -1.8% | +13.7% | +12.1% |
| 3M | +9.1% | -6.6% | +15.7% | +10.0% |
| 6M | -1.8% | +21.3% | -23.1% | -4.5% |
| YTD | +11.4% | +4.3% | +7.1% | +9.5% |
| 1Y | +6.4% | +3.3% | +3.1% | +4.7% |
| 3Y | +98.2% | +0.8% | +97.5% | +86.2% |
| All | +98.2% | +1.3% | +96.9% | +86.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling