-92.6%
GAUZ vs SPY
+19.4%
-112.0%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.0% | -1.7% |
| 7D | +3.6% | +0.5% | +3.0% | +2.7% |
| 30D | -13.1% | -0.9% | -12.2% | -11.4% |
| 3M | -37.5% | +3.9% | -41.4% | -40.4% |
| 6M | -24.8% | +14.5% | -39.3% | -37.8% |
| YTD | -70.8% | +12.9% | -83.7% | -75.3% |
| 1Y | -92.6% | +19.4% | -112.0% | -94.3% |
| All | -92.6% | +19.4% | -112.0% | -94.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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