+97.2%
GD vs SPXU
-86.1%
+183.3%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.0% | -1.5% |
| 7D | -5.3% | -0.1% | -5.1% | -5.3% |
| 30D | -6.4% | +0.8% | -7.3% | -6.2% |
| 3M | +5.7% | -4.7% | +10.4% | +5.1% |
| 6M | -0.9% | -29.6% | +28.7% | -6.5% |
| YTD | +8.2% | -29.9% | +38.0% | +2.3% |
| 1Y | +13.4% | -39.1% | +52.5% | +4.9% |
| 3Y | +68.5% | -80.0% | +148.5% | +32.7% |
| All | +97.2% | -86.1% | +183.3% | +53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling