-3.5%
GIND vs SPY
+41.0%
-44.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.0% |
| 7D | -3.3% | -2.0% | -1.3% | -2.3% |
| 30D | -2.3% | -1.7% | -0.7% | -1.5% |
| 3M | +5.4% | +4.7% | +0.7% | +3.0% |
| 6M | +2.8% | +12.5% | -9.7% | -3.1% |
| YTD | -7.7% | +11.7% | -19.4% | -12.7% |
| 1Y | -8.8% | +17.5% | -26.3% | -15.2% |
| All | -3.5% | +41.0% | -44.5% | -16.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling