+30.4%
GDDY vs DRI
+65.5%
-35.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.6% | +1.4% |
| 7D | -3.2% | -3.2% | 0.0% | -2.0% |
| 30D | +6.8% | -7.8% | +14.6% | +9.8% |
| 3M | +30.5% | +0.4% | +30.1% | +30.1% |
| 6M | +13.3% | +4.8% | +8.5% | +10.7% |
| YTD | -21.0% | +16.7% | -37.7% | -26.2% |
| 1Y | -34.0% | +1.5% | -35.5% | -35.1% |
| 3Y | +33.1% | +56.3% | -23.2% | +6.7% |
| All | +30.4% | +65.5% | -35.1% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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