+29.8%
Q vs GPC
+2.8%
+27.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +2.3% | +4.6% | +6.8% |
| 7D | +8.4% | +0.8% | +7.6% | +8.4% |
| 30D | -1.2% | -1.1% | -0.1% | -1.2% |
| 3M | -9.3% | -6.6% | -2.7% | -9.0% |
| 6M | -15.0% | +22.2% | -37.2% | -20.0% |
| YTD | +53.5% | +5.1% | +48.4% | +38.4% |
| All | +29.8% | +2.8% | +27.0% | +16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling