-30.1%
GDDY vs BEN
+42.6%
-72.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.8% | -2.9% |
| 7D | +3.7% | +0.2% | +3.5% | +3.6% |
| 30D | +10.4% | -0.5% | +10.9% | +10.5% |
| 3M | +19.4% | +9.7% | +9.7% | +16.2% |
| 6M | +14.3% | +33.9% | -19.6% | +2.8% |
| YTD | -18.4% | +49.0% | -67.3% | -29.0% |
| 1Y | -30.1% | +42.1% | -72.2% | -37.4% |
| All | -30.1% | +42.6% | -72.7% | -37.4% |
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