+2,926.4%
V vs GPN
+406.8%
+2,519.6%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.4% |
| 7D | -1.7% | +0.8% | -2.5% | -2.1% |
| 30D | +2.0% | +5.8% | -3.8% | -1.0% |
| 3M | +17.4% | +37.0% | -19.6% | -0.3% |
| 6M | +17.5% | +20.1% | -2.7% | +5.6% |
| YTD | +7.6% | +20.4% | -12.8% | -4.6% |
| 1Y | +7.7% | +7.4% | +0.3% | +0.5% |
| 3Y | +54.7% | -26.1% | +80.8% | +66.1% |
| 5Y | +73.0% | -38.5% | +111.6% | +96.1% |
| 10Y | +390.9% | +28.4% | +362.5% | +272.1% |
| All | +2,926.4% | +406.8% | +2,519.6% | +978.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling