+33.1%
GDDY vs BWA
+70.7%
-37.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.8% |
| 7D | -3.2% | -1.3% | -1.9% | -3.3% |
| 30D | +6.8% | -2.9% | +9.7% | +6.7% |
| 3M | +30.5% | -10.7% | +41.2% | +30.6% |
| 6M | +13.3% | +26.5% | -13.1% | +11.6% |
| YTD | -21.0% | +49.1% | -70.1% | -24.9% |
| 1Y | -34.0% | +52.1% | -86.1% | -37.6% |
| 3Y | +33.1% | +72.6% | -39.5% | +19.6% |
| All | +33.1% | +70.7% | -37.6% | +19.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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