+142.1%
WBD vs GPN
-27.6%
+169.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -0.7% | -4.6% | +3.8% | +0.9% |
| 30D | +1.4% | -0.3% | +1.7% | +1.3% |
| 3M | +4.4% | +35.4% | -31.0% | -8.5% |
| 6M | +0.8% | +21.7% | -20.8% | -8.5% |
| YTD | -2.7% | +14.9% | -17.6% | -10.2% |
| 1Y | +73.4% | +3.2% | +70.2% | +67.7% |
| 3Y | +142.1% | -27.1% | +169.3% | +133.1% |
| All | +142.1% | -27.6% | +169.7% | +133.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling