+788.5%
XLK vs GPN
+28.5%
+759.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +0.2% | -4.3% | +4.5% | +1.9% |
| 30D | -0.6% | 0.0% | -0.6% | -0.9% |
| 3M | +2.6% | +35.8% | -33.3% | -10.9% |
| 6M | +34.0% | +22.0% | +12.0% | +20.8% |
| YTD | +30.7% | +15.2% | +15.5% | +19.4% |
| 1Y | +39.2% | +3.5% | +35.7% | +32.3% |
| 3Y | +120.4% | -26.9% | +147.4% | +135.2% |
| 5Y | +148.8% | -44.2% | +193.0% | +191.7% |
| All | +788.5% | +28.5% | +759.9% | +605.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling