+190.6%
GD vs UUUU
+519.5%
-328.9%
-51.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.8% |
| 7D | -3.5% | +2.8% | -6.3% | -3.6% |
| 30D | -9.0% | +3.4% | -12.4% | -9.4% |
| 3M | +5.1% | -3.9% | +9.0% | +4.9% |
| 6M | -1.0% | -23.2% | +22.2% | -0.3% |
| YTD | +7.3% | +0.6% | +6.8% | +5.3% |
| 1Y | +12.4% | +22.9% | -10.4% | +7.4% |
| 3Y | +73.7% | +98.6% | -24.9% | +55.4% |
| 5Y | +93.8% | +130.2% | -36.5% | +65.2% |
| 10Y | +190.6% | +519.5% | -328.9% | +101.8% |
| All | +190.6% | +519.5% | -328.9% | +101.8% |
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