+4.2%
GDOT vs SPY
+12.1%
-7.8%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.4% |
| 7D | -5.6% | +2.6% | -8.2% | -6.9% |
| 30D | -6.3% | -2.0% | -4.3% | -5.3% |
| 3M | -14.4% | -2.8% | -11.7% | -13.1% |
| 6M | -8.5% | +2.1% | -10.7% | -10.4% |
| YTD | -9.8% | +11.5% | -21.2% | -18.1% |
| 1Y | +4.2% | +13.5% | -9.2% | -7.5% |
| All | +4.2% | +12.1% | -7.8% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling