-51.1%
GPN vs ROIV
+276.5%
-327.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.3% |
| 7D | -5.6% | +1.7% | -7.3% | -5.8% |
| 30D | +13.6% | +17.6% | -4.0% | +11.7% |
| 3M | -2.8% | +9.0% | -11.8% | -4.0% |
| 6M | +38.1% | +35.3% | +2.8% | +32.8% |
| YTD | +19.9% | +82.2% | -62.2% | +11.4% |
| 1Y | +23.4% | +92.3% | -68.9% | +13.9% |
| 3Y | -12.6% | +336.8% | -349.4% | -26.3% |
| 5Y | -26.6% | +370.6% | -397.2% | -43.9% |
| All | -51.1% | +276.5% | -327.6% | -59.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 10y: compounded portfolio wealth divided by compounded ROIV 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…
10y analysis · Full analysis span regression · 6 months rolling