+55.4%
IOT vs GDDY
+38.6%
+16.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.8% | -1.9% | -1.4% |
| 7D | -4.5% | -3.2% | -1.3% | -2.8% |
| 30D | -2.4% | +6.8% | -9.2% | -8.2% |
| 3M | +19.0% | +30.5% | -11.5% | -7.2% |
| 6M | +19.6% | +13.3% | +6.3% | +3.7% |
| YTD | +8.3% | -21.0% | +29.2% | +23.8% |
| 1Y | -0.8% | -34.0% | +33.2% | +31.9% |
| 3Y | +24.4% | +33.1% | -8.7% | -30.0% |
| All | +55.4% | +38.6% | +16.8% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GDDY.
Daily Out/Under-Performance
Portfolio return minus GDDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDDY 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 GDDY 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