+23.4%
GPN vs IBB
+29.7%
-6.2%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.4% |
| 7D | -5.6% | -0.5% | -5.1% | -5.4% |
| 30D | +13.6% | +4.6% | +9.1% | +11.9% |
| 3M | -2.8% | +6.8% | -9.6% | -5.1% |
| 6M | +38.1% | +23.1% | +15.0% | +27.1% |
| YTD | +19.9% | +26.0% | -6.1% | +9.1% |
| 1Y | +23.4% | +30.4% | -7.0% | +11.0% |
| All | +23.4% | +29.7% | -6.2% | +11.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling