-24.6%
GPN vs OVV
+49.8%
-74.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.6% | +1.2% |
| 7D | +0.8% | +0.3% | +0.5% | +0.7% |
| 30D | +5.8% | +11.7% | -5.9% | +3.2% |
| 3M | +37.0% | +9.8% | +27.2% | +33.6% |
| 6M | +20.1% | +26.6% | -6.4% | +11.6% |
| YTD | +20.4% | +67.0% | -46.6% | +3.2% |
| 1Y | +7.4% | +55.9% | -48.5% | -6.6% |
| All | -24.6% | +49.8% | -74.3% | -36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 OVV 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