+1.4%
GPN vs IWD
+28.3%
-26.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -1.8% |
| 7D | -6.2% | -1.2% | -5.1% | -4.6% |
| 30D | +1.0% | -1.6% | +2.7% | +3.6% |
| 3M | +36.9% | +7.0% | +29.9% | +24.3% |
| 6M | +16.8% | +17.0% | -0.2% | -7.7% |
| YTD | +13.2% | +21.6% | -8.4% | -16.0% |
| 1Y | +1.4% | +28.0% | -26.6% | -30.5% |
| All | +1.4% | +28.3% | -26.9% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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