+3,422.7%
V vs GD
+550.4%
+2,872.3%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -2.6% | +6.4% | +5.3% |
| 7D | +9.0% | +3.0% | +6.0% | +7.1% |
| 30D | +18.1% | +10.5% | +7.6% | +11.6% |
| 3M | +18.3% | -5.0% | +23.3% | +21.3% |
| 6M | +34.1% | +5.5% | +28.6% | +29.3% |
| YTD | +25.2% | +10.3% | +14.9% | +16.9% |
| 1Y | +29.3% | +8.2% | +21.2% | +21.9% |
| 3Y | +83.4% | +59.0% | +24.3% | +36.6% |
| 5Y | +117.2% | +104.3% | +12.9% | +37.5% |
| 10Y | +483.0% | +202.4% | +280.6% | +180.9% |
| All | +3,422.7% | +550.4% | +2,872.3% | +1,016.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling