+9.2%
GAP vs UUUU
-55.1%
+64.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.8% | +8.8% | +8.0% |
| 7D | +8.0% | -14.4% | +22.4% | +8.8% |
| 30D | +2.7% | -33.6% | +36.3% | +4.9% |
| 3M | +16.0% | -44.2% | +60.2% | +19.1% |
| 6M | +2.0% | -66.8% | +68.8% | +7.4% |
| YTD | -4.4% | -50.6% | +46.2% | +0.3% |
| 1Y | +9.2% | -57.8% | +67.0% | +15.6% |
| All | +9.2% | -55.1% | +64.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 1y: compounded portfolio wealth divided by compounded UUUU 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…
1y analysis · Full analysis span regression · 6 months rolling