-44.8%
GPN vs OVV
+153.1%
-197.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.0% | -2.4% | -3.2% |
| 7D | -0.7% | -3.7% | +3.0% | +0.1% |
| 30D | +3.8% | +8.0% | -4.2% | +2.1% |
| 3M | +39.2% | +11.3% | +27.9% | +35.3% |
| 6M | +17.9% | +24.0% | -6.1% | +10.9% |
| YTD | +16.4% | +65.3% | -49.0% | +2.1% |
| 1Y | +3.6% | +60.2% | -56.5% | -8.8% |
| 3Y | -26.7% | +46.9% | -73.6% | -36.0% |
| 5Y | -44.8% | +158.7% | -203.5% | -58.8% |
| All | -44.8% | +153.1% | -197.9% | -58.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling