+32.4%
USB vs GPN
+32.4%
-0.1%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.3% | +1.3% | +0.2% |
| 7D | -0.5% | +4.3% | -4.8% | -1.3% |
| 30D | +5.7% | +22.1% | -16.4% | +1.5% |
| 3M | -4.7% | +17.1% | -21.8% | -7.7% |
| 6M | +13.4% | +46.7% | -33.3% | +4.1% |
| YTD | +17.0% | +30.8% | -13.8% | +12.0% |
| 1Y | +32.4% | +31.5% | +0.9% | +25.6% |
| All | +32.4% | +32.4% | -0.1% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling