-3.4%
GPN vs IBB
+90.2%
-93.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -1.1% | +5.0% | +4.5% |
| 7D | +3.7% | +0.8% | +2.9% | +3.0% |
| 30D | +23.6% | +5.2% | +18.4% | +19.5% |
| 3M | +18.3% | +8.6% | +9.7% | +11.6% |
| 6M | +47.8% | +27.8% | +20.0% | +24.9% |
| YTD | +32.6% | +28.8% | +3.8% | +10.8% |
| 1Y | +36.0% | +36.4% | -0.4% | +8.8% |
| All | -3.4% | +90.2% | -93.6% | -42.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling