+87.2%
GPC vs IBN
+368.7%
-281.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.7% | +0.7% | +1.8% |
| 7D | +0.8% | +14.6% | -13.8% | -3.4% |
| 30D | -1.1% | +23.5% | -24.6% | -7.3% |
| 3M | -6.6% | +14.0% | -20.6% | -10.4% |
| 6M | +22.2% | +31.1% | -8.9% | +12.4% |
| YTD | +5.1% | +16.6% | -11.5% | -0.2% |
| 1Y | +2.8% | +14.9% | -12.1% | -1.9% |
| 3Y | +2.4% | +56.9% | -54.5% | -12.5% |
| 5Y | +7.8% | +69.7% | -61.9% | -11.1% |
| 10Y | +87.2% | +365.4% | -278.1% | +16.2% |
| All | +87.2% | +368.7% | -281.4% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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