+381.9%
GDDY vs GEN
+243.2%
+138.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.7% | +2.3% | +2.7% |
| 7D | -7.0% | -4.3% | -2.7% | -5.6% |
| 30D | +6.2% | +3.8% | +2.4% | +5.0% |
| 3M | +20.0% | +22.3% | -2.2% | +12.8% |
| 6M | +6.8% | +39.0% | -32.1% | -3.7% |
| YTD | -22.3% | +11.9% | -34.2% | -25.3% |
| 1Y | -33.5% | +4.5% | -38.0% | -34.8% |
| 3Y | +29.2% | +59.0% | -29.8% | +10.2% |
| 5Y | +28.1% | +22.0% | +6.1% | +15.4% |
| 10Y | +200.2% | +155.0% | +45.2% | +94.9% |
| All | +381.9% | +243.2% | +138.7% | +176.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 all: compounded portfolio wealth divided by compounded GEN 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…
all analysis · Full analysis span regression · 6 months rolling