+356.7%
IP vs GPC
+2,341.8%
-1,985.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GPC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +1.5% |
| 7D | -5.3% | +1.2% | -6.5% | -5.9% |
| 30D | -10.9% | +6.0% | -16.8% | -14.0% |
| 3M | +11.2% | +42.6% | -31.5% | -11.2% |
| 6M | -10.2% | +22.8% | -33.0% | -21.6% |
| YTD | -2.0% | +15.5% | -17.4% | -12.0% |
| 1Y | -19.1% | +2.0% | -21.1% | -21.6% |
| 3Y | +20.9% | -1.4% | +22.3% | +13.1% |
| 5Y | -17.8% | +30.6% | -48.4% | -37.5% |
| 10Y | +23.5% | +80.6% | -57.1% | -27.8% |
| All | +356.7% | +2,341.8% | -1,985.1% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPC.
Daily Out/Under-Performance
Portfolio return minus GPC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPC 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded GPC 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling