+28.1%
GDDY vs ALLE
+9.7%
+18.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.3% | +3.1% |
| 7D | -7.0% | -2.8% | -4.2% | -6.1% |
| 30D | +6.2% | -10.2% | +16.4% | +10.3% |
| 3M | +20.0% | +17.4% | +2.6% | +12.9% |
| 6M | +6.8% | +3.3% | +3.5% | +4.7% |
| YTD | -22.3% | -4.2% | -18.1% | -22.0% |
| 1Y | -33.5% | -10.5% | -23.0% | -31.5% |
| 3Y | +29.2% | +45.4% | -16.2% | +4.8% |
| 5Y | +28.1% | +11.9% | +16.1% | +13.9% |
| All | +28.1% | +9.7% | +18.4% | +13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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