-8.7%
MSCI vs GDDY
+29.8%
-38.5%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +0.6% |
| 7D | -3.2% | -3.2% | 0.0% | -2.1% |
| 30D | -1.1% | +6.8% | -7.9% | -3.9% |
| 3M | -6.3% | +30.5% | -36.8% | -17.2% |
| 6M | +2.1% | +13.3% | -11.2% | -5.2% |
| YTD | -2.3% | -21.0% | +18.7% | +4.9% |
| 1Y | -3.9% | -34.0% | +30.1% | +11.3% |
| 3Y | +7.5% | +33.1% | -25.6% | -20.2% |
| All | -8.7% | +29.8% | -38.5% | -31.8% |
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