+12.4%
GD vs UUUU
+25.8%
-13.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -0.8% |
| 7D | -3.5% | +2.8% | -6.3% | -3.5% |
| 30D | -9.0% | +3.4% | -12.4% | -9.2% |
| 3M | +5.1% | -3.9% | +9.0% | +4.9% |
| 6M | -1.0% | -23.2% | +22.2% | -0.9% |
| YTD | +7.3% | +0.6% | +6.8% | +6.6% |
| 1Y | +12.4% | +22.9% | -10.4% | +16.7% |
| All | +12.4% | +25.8% | -13.4% | +16.7% |
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