+40.9%
DUK vs GDDY
+29.8%
+11.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.7% | 0.0% |
| 7D | -0.7% | -3.2% | +2.5% | -0.6% |
| 30D | -2.4% | +6.8% | -9.3% | -2.8% |
| 3M | -3.0% | +30.5% | -33.5% | -4.1% |
| 6M | -6.6% | +13.3% | -19.9% | -7.3% |
| YTD | +4.6% | -21.0% | +25.5% | +5.5% |
| 1Y | +1.2% | -34.0% | +35.2% | +3.2% |
| 3Y | +45.7% | +33.1% | +12.6% | +40.7% |
| All | +40.9% | +29.8% | +11.2% | +38.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 5y: compounded portfolio wealth divided by compounded GDDY 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…
5y analysis · Full analysis span regression · 6 months rolling