+30.4%
GDDY vs BWA
+87.2%
-56.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.6% |
| 7D | -3.2% | -1.3% | -1.9% | -3.0% |
| 30D | +6.8% | -2.9% | +9.7% | +7.0% |
| 3M | +30.5% | -10.7% | +41.2% | +32.1% |
| 6M | +13.3% | +26.5% | -13.1% | +7.4% |
| YTD | -21.0% | +49.1% | -70.1% | -29.2% |
| 1Y | -34.0% | +52.1% | -86.1% | -41.3% |
| 3Y | +33.1% | +72.6% | -39.5% | +11.9% |
| All | +30.4% | +87.2% | -56.8% | -0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling