+33.1%
GDDY vs TRU
-1.3%
+34.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.0% | +0.8% | +1.4% |
| 7D | -3.2% | -2.7% | -0.5% | -2.2% |
| 30D | +6.8% | -2.0% | +8.9% | +7.6% |
| 3M | +30.5% | +18.4% | +12.0% | +24.5% |
| 6M | +13.3% | +8.9% | +4.5% | +10.8% |
| YTD | -21.0% | -8.9% | -12.0% | -19.5% |
| 1Y | -34.0% | -15.9% | -18.1% | -31.8% |
| 3Y | +33.1% | -1.1% | +34.2% | +31.4% |
| All | +33.1% | -1.3% | +34.4% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 3y: compounded portfolio wealth divided by compounded TRU 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…
3y analysis · Full analysis span regression · 6 months rolling