+174.0%
GD vs UUUU
+399.3%
-225.2%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -7.8% | +9.3% | +2.0% |
| 7D | -1.9% | -6.9% | +5.0% | -1.5% |
| 30D | +10.9% | -32.3% | +43.2% | +13.6% |
| 3M | -6.8% | -52.8% | +46.1% | -2.5% |
| 6M | +7.0% | -68.5% | +75.5% | +14.4% |
| YTD | +11.1% | -53.6% | +64.8% | +14.3% |
| 1Y | +7.0% | -59.1% | +66.2% | +10.7% |
| 3Y | +59.9% | -14.7% | +74.6% | +50.8% |
| 5Y | +102.5% | -35.4% | +137.9% | +88.4% |
| 10Y | +174.0% | +378.0% | -204.0% | +104.1% |
| All | +174.0% | +399.3% | -225.2% | +104.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling