+139.3%
SLB vs GPN
-46.4%
+185.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.7% | +2.6% | +0.6% |
| 7D | -1.9% | -6.2% | +4.4% | -0.2% |
| 30D | +7.8% | +1.0% | +6.8% | +7.2% |
| 3M | +2.7% | +36.9% | -34.2% | -6.8% |
| 6M | +22.2% | +16.8% | +5.4% | +15.4% |
| YTD | +51.1% | +13.2% | +37.9% | +43.2% |
| 1Y | +63.3% | +1.4% | +61.9% | +59.4% |
| 3Y | +2.4% | -28.6% | +31.1% | +8.4% |
| 5Y | +139.3% | -47.0% | +186.3% | +186.9% |
| All | +139.3% | -46.4% | +185.7% | +186.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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