+5,059.0%
NI vs GPC
+2,341.8%
+2,717.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.8% | -1.0% |
| 7D | +2.0% | +1.2% | +0.8% | +1.6% |
| 30D | -3.5% | +6.0% | -9.5% | -5.3% |
| 3M | -9.1% | +42.6% | -51.7% | -19.1% |
| 6M | -11.8% | +22.8% | -34.6% | -18.1% |
| YTD | +1.1% | +15.5% | -14.4% | -4.9% |
| 1Y | +6.7% | +2.0% | +4.7% | +4.2% |
| 3Y | +71.1% | -1.4% | +72.5% | +64.0% |
| 5Y | +94.3% | +30.6% | +63.7% | +67.6% |
| 10Y | +135.8% | +80.6% | +55.2% | +74.3% |
| All | +5,059.0% | +2,341.8% | +2,717.2% | +2,035.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling