+2,007.4%
GPN vs IBB
+560.8%
+1,446.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.3% |
| 7D | +0.8% | +1.4% | -0.6% | 0.0% |
| 30D | +5.8% | +10.5% | -4.7% | -0.2% |
| 3M | +37.0% | +23.6% | +13.4% | +21.3% |
| 6M | +20.1% | +22.6% | -2.5% | +6.5% |
| YTD | +20.4% | +25.7% | -5.3% | +5.1% |
| 1Y | +7.4% | +51.4% | -44.0% | -15.6% |
| 3Y | -26.1% | +64.4% | -90.5% | -44.6% |
| 5Y | -38.5% | +22.1% | -60.7% | -46.3% |
| 10Y | +28.4% | +132.5% | -104.1% | -21.0% |
| All | +2,007.4% | +560.8% | +1,446.6% | +557.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling