+3,310.4%
V vs GAP
+78.2%
+3,232.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.1% | +4.2% | +0.8% |
| 7D | +2.2% | -3.8% | +6.0% | +2.9% |
| 30D | +13.6% | -9.0% | +22.6% | +15.6% |
| 3M | +14.3% | +5.5% | +8.8% | +12.6% |
| 6M | +33.1% | -11.1% | +44.2% | +34.6% |
| YTD | +21.2% | -13.6% | +34.8% | +22.4% |
| 1Y | +26.4% | -2.9% | +29.3% | +24.4% |
| 3Y | +77.6% | +69.6% | +8.0% | +43.5% |
| 5Y | +102.6% | +5.4% | +97.2% | +71.2% |
| 10Y | +464.4% | +17.8% | +446.6% | +279.5% |
| All | +3,310.4% | +78.2% | +3,232.1% | +1,615.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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