+730.6%
IWM vs GPN
+2,520.1%
-1,789.5%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.9% | +0.9% |
| 7D | +1.4% | -0.7% | +2.1% | +1.6% |
| 30D | -2.3% | +3.8% | -6.1% | -3.9% |
| 3M | +4.0% | +39.2% | -35.2% | -9.6% |
| 6M | +17.9% | +17.9% | +0.1% | +8.6% |
| YTD | +20.2% | +16.4% | +3.9% | +10.0% |
| 1Y | +25.0% | +3.6% | +21.3% | +19.3% |
| 3Y | +66.0% | -26.7% | +92.7% | +76.6% |
| 5Y | +40.0% | -44.8% | +84.8% | +61.6% |
| 10Y | +166.9% | +24.1% | +142.7% | +117.6% |
| All | +730.6% | +2,520.1% | -1,789.5% | +181.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling