-3.4%
GAP vs UUUU
+27.9%
-31.3%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.5% |
| 7D | -4.5% | -1.4% | -3.1% | -4.4% |
| 30D | +9.0% | +16.3% | -7.3% | +7.8% |
| 3M | +5.0% | -16.7% | +21.7% | +5.6% |
| 6M | -17.8% | -33.7% | +15.8% | -16.9% |
| YTD | -10.4% | -0.5% | -9.9% | -10.8% |
| 1Y | -3.4% | +28.9% | -32.2% | -18.4% |
| All | -3.4% | +27.9% | -31.3% | -18.4% |
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