+7,716.4%
TPR vs GD
+1,939.9%
+5,776.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +1.1% |
| 7D | -2.3% | -5.3% | +3.0% | +0.9% |
| 30D | -23.0% | -6.4% | -16.5% | -19.9% |
| 3M | -12.5% | +5.7% | -18.2% | -15.6% |
| 6M | -21.4% | -0.9% | -20.5% | -21.6% |
| YTD | -3.5% | +8.2% | -11.7% | -9.1% |
| 1Y | +17.4% | +13.4% | +3.9% | +7.3% |
| 3Y | +291.3% | +68.5% | +222.8% | +171.6% |
| 5Y | +241.9% | +97.2% | +144.8% | +111.7% |
| 10Y | +322.7% | +190.2% | +132.5% | +112.9% |
| All | +7,716.4% | +1,939.9% | +5,776.5% | +1,879.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded GD 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling