+165.2%
GD vs SPXU
-99.5%
+264.7%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | +0.4% |
| 7D | +2.7% | -7.6% | +10.2% | +0.8% |
| 30D | +8.6% | +5.3% | +3.3% | +10.4% |
| 3M | -7.1% | +9.6% | -16.7% | -4.4% |
| 6M | +7.5% | -4.5% | +12.0% | +7.2% |
| YTD | +9.9% | -25.9% | +35.8% | +3.7% |
| 1Y | +7.6% | -28.9% | +36.4% | +0.6% |
| 3Y | +56.2% | -80.5% | +136.7% | +11.1% |
| 5Y | +100.6% | -83.4% | +184.0% | +52.8% |
| All | +165.2% | -99.5% | +264.7% | +2.6% |
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