+62.1%
GDDY vs FGI
-74.8%
+136.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -25.2% | +26.8% | +2.1% |
| 7D | -0.2% | -14.4% | +14.2% | 0.0% |
| 30D | +10.4% | -11.8% | +22.2% | +10.5% |
| 3M | +13.6% | -46.2% | +59.8% | +14.7% |
| 6M | +33.7% | +5.2% | +28.5% | +31.3% |
| YTD | -8.0% | +10.5% | -18.6% | -10.0% |
| 1Y | -12.9% | +25.5% | -38.4% | -15.0% |
| 3Y | +29.3% | -16.0% | +45.3% | +26.3% |
| All | +62.1% | -74.8% | +136.9% | +63.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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