+46.3%
XLU vs GDDY
+30.8%
+15.5%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | -1.6% | -3.2% | +1.6% | -1.5% |
| 30D | -3.3% | +6.8% | -10.1% | -3.6% |
| 3M | -3.2% | +30.5% | -33.6% | -4.5% |
| 6M | -7.0% | +13.3% | -20.3% | -7.9% |
| YTD | +0.6% | -21.0% | +21.6% | +3.2% |
| 1Y | +2.4% | -34.0% | +36.4% | +7.3% |
| 3Y | +46.3% | +33.1% | +13.2% | +37.8% |
| All | +46.3% | +30.8% | +15.5% | +37.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling