+1,358.5%
XLK vs GPN
+2,487.0%
-1,128.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +0.2% | -4.6% | +4.8% | +1.9% |
| 30D | -0.6% | -0.3% | -0.4% | -0.8% |
| 3M | +2.6% | +35.4% | -32.9% | -9.5% |
| 6M | +34.0% | +21.7% | +12.3% | +22.3% |
| YTD | +30.7% | +14.9% | +15.8% | +20.6% |
| 1Y | +39.2% | +3.2% | +36.0% | +33.0% |
| 3Y | +120.4% | -27.1% | +147.6% | +132.1% |
| 5Y | +148.8% | -44.4% | +193.2% | +181.9% |
| 10Y | +803.3% | +27.0% | +776.3% | +644.7% |
| All | +1,358.5% | +2,487.0% | -1,128.5% | +320.9% |
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 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