-19.4%
GPN vs OVV
+92.4%
-111.8%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.8% | +2.1% | +3.5% |
| 7D | +3.7% | -7.3% | +10.9% | +5.2% |
| 30D | +23.6% | -3.6% | +27.2% | +24.2% |
| 3M | +18.3% | -2.6% | +20.9% | +18.5% |
| 6M | +47.8% | +7.6% | +40.2% | +44.0% |
| YTD | +32.6% | +59.6% | -27.0% | +16.9% |
| 1Y | +36.0% | +62.2% | -26.2% | +19.2% |
| 3Y | -3.9% | +49.6% | -53.5% | -16.4% |
| 5Y | -19.4% | +98.9% | -118.3% | -35.7% |
| All | -19.4% | +92.4% | -111.8% | -35.7% |
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