+59.6%
UPS vs GDDY
+390.3%
-330.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | 0.0% |
| 7D | -2.0% | -3.2% | +1.2% | -1.5% |
| 30D | -2.0% | +6.8% | -8.8% | -3.3% |
| 3M | -6.2% | +30.5% | -36.7% | -11.5% |
| 6M | +2.8% | +13.3% | -10.5% | -1.0% |
| YTD | +5.9% | -21.0% | +26.9% | +8.7% |
| 1Y | +26.2% | -34.0% | +60.2% | +34.1% |
| 3Y | -26.0% | +33.1% | -59.1% | -33.1% |
| 5Y | -34.3% | +30.3% | -64.6% | -40.9% |
| 10Y | +37.5% | +205.5% | -168.0% | +11.3% |
| All | +59.6% | +390.3% | -330.7% | +29.0% |
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 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