+117.0%
SRE vs GDDY
+390.3%
-273.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -1.0% |
| 7D | -0.8% | -3.2% | +2.4% | -0.5% |
| 30D | -3.0% | +6.8% | -9.8% | -4.0% |
| 3M | -8.3% | +30.5% | -38.8% | -12.1% |
| 6M | -8.9% | +13.3% | -22.2% | -11.4% |
| YTD | -4.3% | -21.0% | +16.7% | -2.4% |
| 1Y | +2.7% | -34.0% | +36.7% | +7.5% |
| 3Y | +28.7% | +33.1% | -4.4% | +19.9% |
| 5Y | +47.1% | +30.3% | +16.8% | +35.5% |
| 10Y | +121.7% | +205.5% | -83.8% | +84.8% |
| All | +117.0% | +390.3% | -273.4% | +76.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling