+192.2%
GD vs SPXU
-99.5%
+291.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.4% | -2.5% | -0.7% |
| 7D | -3.1% | +1.3% | -4.4% | -2.8% |
| 30D | -10.9% | +5.1% | -16.1% | -9.7% |
| 3M | +2.5% | -9.1% | +11.6% | +0.5% |
| 6M | -1.7% | -29.6% | +27.9% | -9.2% |
| YTD | +6.1% | -27.7% | +33.8% | -0.9% |
| 1Y | +11.7% | -37.0% | +48.7% | +1.2% |
| 3Y | +71.8% | -80.2% | +152.0% | +22.6% |
| 5Y | +92.2% | -86.0% | +178.2% | +38.9% |
| 10Y | +192.2% | -99.5% | +291.7% | +1.7% |
| All | +192.2% | -99.5% | +291.7% | +1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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