-26.7%
GPN vs ROIV
+253.6%
-280.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +18.8% | -22.1% | -6.1% |
| 7D | -0.7% | +20.2% | -20.9% | -3.7% |
| 30D | +3.8% | +14.1% | -10.3% | +1.5% |
| 3M | +39.2% | +45.6% | -6.4% | +30.0% |
| 6M | +17.9% | +44.1% | -26.3% | +9.9% |
| YTD | +16.4% | +91.2% | -74.8% | +2.8% |
| 1Y | +3.6% | +221.3% | -217.7% | -17.7% |
| 3Y | -26.7% | +229.2% | -255.9% | -45.9% |
| All | -26.7% | +253.6% | -280.3% | -45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling