+2,611.5%
GPN vs IWD
+678.1%
+1,933.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.5% |
| 7D | +0.8% | -0.3% | +1.1% | +1.0% |
| 30D | +5.8% | +0.6% | +5.2% | +5.2% |
| 3M | +37.0% | +7.2% | +29.8% | +28.4% |
| 6M | +20.1% | +16.2% | +3.9% | +4.2% |
| YTD | +20.4% | +23.3% | -2.9% | -1.3% |
| 1Y | +7.4% | +29.6% | -22.1% | -15.8% |
| 3Y | -26.1% | +70.5% | -96.6% | -54.3% |
| 5Y | -38.5% | +73.5% | -112.0% | -61.8% |
| 10Y | +28.4% | +198.3% | -169.9% | -48.0% |
| All | +2,611.5% | +678.1% | +1,933.4% | +410.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling