-9.7%
IGV vs GPN
+5.1%
-14.8%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -2.9% | -4.3% | +1.4% | -1.7% |
| 30D | -1.5% | 0.0% | -1.5% | -1.6% |
| 3M | +11.7% | +35.8% | -24.1% | +1.9% |
| 6M | +18.4% | +22.0% | -3.6% | +11.2% |
| YTD | -3.9% | +15.2% | -19.1% | -8.2% |
| 1Y | -9.7% | +3.5% | -13.2% | -11.3% |
| All | -9.7% | +5.1% | -14.8% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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