+95.1%
QQQ vs GPC
+29.7%
+65.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.9% | +2.8% | +0.7% |
| 7D | +1.5% | +0.2% | +1.3% | +1.4% |
| 30D | -0.6% | -0.4% | -0.3% | -0.6% |
| 3M | +0.4% | +39.2% | -38.8% | -9.1% |
| 6M | +20.1% | +18.2% | +1.8% | +13.7% |
| YTD | +17.2% | +12.1% | +5.1% | +11.6% |
| 1Y | +24.7% | -0.7% | +25.4% | +23.3% |
| 3Y | +96.2% | -1.7% | +97.8% | +87.5% |
| All | +95.1% | +29.7% | +65.3% | +52.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling