+174.0%
GD vs SPXU
-99.5%
+273.5%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.1% | +0.3% | +1.8% |
| 7D | -1.9% | +0.5% | -2.4% | -1.5% |
| 30D | +10.9% | +10.9% | 0.0% | +14.2% |
| 3M | -6.8% | +9.6% | -16.4% | -4.1% |
| 6M | +7.0% | -4.7% | +11.7% | +6.7% |
| YTD | +11.1% | -24.6% | +35.7% | +5.2% |
| 1Y | +7.0% | -24.7% | +31.8% | +1.6% |
| 3Y | +59.9% | -80.0% | +140.0% | +14.3% |
| 5Y | +102.5% | -83.5% | +185.9% | +53.7% |
| 10Y | +174.0% | -99.5% | +273.5% | +8.4% |
| All | +174.0% | -99.5% | +273.5% | +8.4% |
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