+31.5%
GPN vs ROIV
+96.8%
-65.3%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.4% |
| 7D | +4.3% | +9.5% | -5.2% | +3.8% |
| 30D | +22.1% | +21.0% | +1.2% | +20.8% |
| 3M | +17.1% | +18.7% | -1.7% | +15.7% |
| 6M | +46.7% | +44.5% | +2.2% | +39.8% |
| YTD | +30.8% | +92.9% | -62.1% | +21.6% |
| 1Y | +31.5% | +100.2% | -68.8% | +20.8% |
| All | +31.5% | +96.8% | -65.3% | +20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling