+33.1%
GDDY vs BEN
+51.0%
-17.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -3.2% | -3.1% | -0.1% | -2.6% |
| 30D | +6.8% | +0.2% | +6.6% | +6.7% |
| 3M | +30.5% | +6.8% | +23.6% | +28.2% |
| 6M | +13.3% | +38.1% | -24.8% | +4.5% |
| YTD | -21.0% | +44.3% | -65.3% | -27.7% |
| 1Y | -34.0% | +42.6% | -76.6% | -39.6% |
| 3Y | +33.1% | +52.3% | -19.2% | +12.3% |
| All | +33.1% | +51.0% | -17.9% | +12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling