+21.7%
GPN vs IVZ
+30.5%
-8.8%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.2% | -6.1% | -3.1% |
| 7D | +15.0% | +2.6% | +12.4% | +13.8% |
| 30D | +16.9% | -3.5% | +20.4% | +18.2% |
| 3M | +9.2% | -7.4% | +16.6% | +11.8% |
| 6M | +34.7% | +14.7% | +20.0% | +26.5% |
| YTD | +25.4% | +14.6% | +10.8% | +17.4% |
| 1Y | +21.7% | +30.7% | -9.0% | +9.4% |
| All | +21.7% | +30.5% | -8.8% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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