+6.1%
GD vs SPXU
-28.1%
+34.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.9% | +3.8% | -0.5% |
| 7D | +0.6% | +1.5% | -0.9% | +0.9% |
| 30D | +9.5% | +6.4% | +3.1% | +10.3% |
| 3M | -5.8% | +4.2% | -10.1% | -5.2% |
| 6M | +7.7% | -7.8% | +15.5% | +6.8% |
| YTD | +11.1% | -27.5% | +38.6% | +6.5% |
| 1Y | +6.1% | -27.1% | +33.2% | +2.1% |
| All | +6.1% | -28.1% | +34.2% | +2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling