+115.4%
GAP vs UUUU
+74.5%
+40.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.0% | +7.9% | +3.2% |
| 7D | -4.1% | -10.5% | +6.4% | -3.4% |
| 30D | +6.2% | -10.5% | +16.7% | +6.8% |
| 3M | -0.7% | -14.1% | +13.4% | 0.0% |
| 6M | -7.1% | -35.5% | +28.4% | -5.0% |
| YTD | -14.1% | -10.9% | -3.1% | -15.1% |
| 1Y | -8.5% | +3.4% | -11.8% | -12.5% |
| 3Y | +115.4% | +73.1% | +42.2% | +85.1% |
| All | +115.4% | +74.5% | +40.8% | +85.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling