+479.1%
GRAL vs SPY
+45.2%
+433.8%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.3% |
| 7D | -0.9% | +0.5% | -1.4% | -2.1% |
| 30D | +13.8% | -0.9% | +14.8% | +16.0% |
| 3M | +28.6% | +3.9% | +24.7% | +18.3% |
| 6M | +57.5% | +14.5% | +43.0% | +18.9% |
| YTD | -7.6% | +12.9% | -20.5% | -28.7% |
| 1Y | +106.9% | +19.4% | +87.5% | +44.4% |
| All | +479.1% | +45.2% | +433.8% | +337.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling