Signed in as:
filler@godaddy.com
Signed in as:
filler@godaddy.com
YTD Client Performance as of June 30th, 2025:
Client accounts increased in value by between 14 and 28% with a median of 18%1 gross of the
2025 performance-based fee, which will not be calculated or earned until December 31, 2025.
During the same period, the S&P 500 Price Index increased in value by 5.5%.
How Your Capital has Grown if you Joined Gupta Partnership as a Client in the Year
(Net of all previous fees & gross of the unearned 2025 performance fee):
2024: 20 - 43%
2023: 37%
2021: 62 - 74%
2020: 162 - 178%
2019: 167%
2018: 164 - 166%
1 Disclosure: Performance is provided in ranges because GP manages separate accounts with differences in start
dates and capital contributions and therefore slight variations in portfolio composition. No new clients joined in
2022. Performance figures are net of all past fees but gross of the 2025 performance-based fee because it will not be
calculated or earned until December 31st, 2025. Past performance is no guarantee of future performance. Please see
next page and end of letter for additional disclosures.
2
How Each Gupta Partnership Client Account Has Compounded Compared to the S&P 500
Price Index2
:
2018 Client Cohort Performance CAGR: 15 - 16% vs. 12% for SPX
2019 Client Cohort Performance CAGR: 18% vs. 14% for SPX
2020 Client Cohort Performance CAGR: 20 - 21% vs. 15 - 19% for SPX
2021 Client Cohort Performance CAGR: 12 - 13% vs. 11 - 11.51% for SPX
2023 Client Cohort Performance CAGR: 23% vs. 14% for SPX
2024 Client Cohort Performance CAGR: 20% - 43% vs. 11 - 18% for SPX
*(Cumulative performance for 2024 since only one year has passed)
Copyright © 2019 Gupta Partnership LLC - All Rights Reserved.
Gupta Partnership LLC (“Gupta Partnership”) is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Gupta Partnership in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Gupta Partnership, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.