+44.2%
XLU vs GDDY
+29.8%
+14.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | -1.6% | -3.2% | +1.6% | -1.4% |
| 30D | -3.3% | +6.8% | -10.1% | -3.9% |
| 3M | -3.2% | +30.5% | -33.6% | -5.7% |
| 6M | -7.0% | +13.3% | -20.3% | -8.6% |
| YTD | +0.6% | -21.0% | +21.6% | +2.9% |
| 1Y | +2.4% | -34.0% | +36.4% | +7.1% |
| 3Y | +46.3% | +33.1% | +13.2% | +37.9% |
| All | +44.2% | +29.8% | +14.5% | +35.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling