+180.2%
GD vs ACI
+29.9%
+150.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.3% |
| 7D | -5.0% | -2.2% | -2.8% | -4.8% |
| 30D | +8.9% | +10.3% | -1.4% | +7.7% |
| 3M | -8.0% | +7.2% | -15.2% | -8.9% |
| 6M | +2.9% | -18.0% | +20.9% | +4.6% |
| YTD | +7.1% | -22.0% | +29.1% | +9.3% |
| 1Y | +5.9% | -23.4% | +29.3% | +8.3% |
| 3Y | +53.9% | -35.8% | +89.7% | +60.0% |
| 5Y | +95.4% | -43.7% | +139.1% | +102.9% |
| All | +180.2% | +29.9% | +150.3% | +184.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 10y: compounded portfolio wealth divided by compounded ACI 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…
10y analysis · Full analysis span regression · 6 months rolling