-6.2%
GDOT vs SPY
+80.4%
-86.6%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -0.1% | +0.1% | -0.2% | -0.2% |
| 30D | -1.1% | +0.1% | -1.2% | -1.2% |
| 3M | +4.1% | +2.0% | +2.1% | +1.3% |
| 6M | +13.0% | +13.0% | 0.0% | -2.8% |
| YTD | +4.1% | +13.5% | -9.5% | -11.0% |
| 1Y | -2.7% | +20.0% | -22.7% | -22.4% |
| All | -6.2% | +80.4% | -86.6% | -47.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling