+28.4%
GPJA price history and return analytics
+161.8%
-133.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -2.8% | +2.9% | -5.7% | -3.8% |
| 30D | -5.7% | -2.5% | -3.2% | -5.0% |
| 3M | -11.6% | -3.3% | -8.3% | -10.7% |
| 6M | -18.0% | +1.5% | -19.6% | -18.6% |
| YTD | -16.5% | +11.4% | -27.9% | -19.7% |
| 1Y | -18.1% | +11.9% | -30.0% | -21.4% |
| 3Y | -6.7% | +73.9% | -80.6% | -23.8% |
| 5Y | -9.8% | +57.9% | -67.6% | -24.3% |
| All | +28.4% | +161.8% | -133.3% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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