-79.6%
GOTU vs SPY
+199.5%
-279.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.6% |
| 7D | -2.3% | -0.4% | -1.9% | -2.0% |
| 30D | +15.1% | -1.4% | +16.4% | +16.2% |
| 3M | +50.7% | +3.7% | +47.0% | +45.8% |
| 6M | 0.0% | +13.0% | -13.0% | -9.6% |
| YTD | -7.8% | +12.4% | -20.2% | -16.1% |
| 1Y | -41.2% | +18.5% | -59.7% | -48.7% |
| 3Y | -20.7% | +77.6% | -98.4% | -50.1% |
| 5Y | -24.9% | +81.7% | -106.6% | -52.8% |
| All | -79.6% | +199.5% | -279.1% | -90.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling