-12.5%
GDDY vs BEN
+56.2%
-68.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +4.7% | -0.4% | +3.6% |
| 7D | +11.1% | +6.7% | +4.3% | +9.9% |
| 30D | +18.6% | +3.0% | +15.6% | +18.0% |
| 3M | +32.8% | -4.3% | +37.2% | +33.7% |
| 6M | +34.0% | +16.4% | +17.7% | +27.3% |
| YTD | -4.6% | +46.8% | -51.4% | -16.2% |
| 1Y | -12.5% | +57.3% | -69.8% | -24.9% |
| All | -12.5% | +56.2% | -68.7% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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