+30.4%
GDDY vs MTB
+104.1%
-73.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.4% | +1.7% |
| 7D | -3.2% | 0.0% | -3.2% | -3.2% |
| 30D | +6.8% | -4.8% | +11.6% | +8.0% |
| 3M | +30.5% | +6.0% | +24.5% | +28.9% |
| 6M | +13.3% | +19.6% | -6.3% | +8.7% |
| YTD | -21.0% | +21.5% | -42.4% | -24.7% |
| 1Y | -34.0% | +24.7% | -58.7% | -37.5% |
| 3Y | +33.1% | +108.6% | -75.5% | +10.4% |
| All | +30.4% | +104.1% | -73.8% | +10.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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