+5.8%
GD vs RVTY
+67.3%
-61.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.4% | -1.1% |
| 7D | +1.9% | +4.1% | -2.2% | +1.5% |
| 30D | +9.2% | +1.3% | +7.9% | +9.0% |
| 3M | -7.5% | +33.3% | -40.7% | -10.2% |
| 6M | +5.8% | +58.3% | -52.5% | -0.1% |
| YTD | +9.8% | +62.7% | -52.9% | +3.1% |
| 1Y | +5.8% | +67.2% | -61.4% | -1.6% |
| All | +5.8% | +67.3% | -61.6% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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