+53.9%
GD vs UUUU
-18.4%
+72.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.7% | -0.7% |
| 7D | -5.0% | -13.6% | +8.6% | -4.6% |
| 30D | +8.9% | -35.1% | +44.0% | +10.1% |
| 3M | -8.0% | -48.4% | +40.3% | -6.6% |
| 6M | +2.9% | -71.7% | +74.6% | +6.1% |
| YTD | +7.1% | -54.2% | +61.3% | +8.3% |
| 1Y | +5.9% | -56.0% | +61.9% | +7.1% |
| 3Y | +53.9% | -13.1% | +66.9% | +48.8% |
| All | +53.9% | -18.4% | +72.2% | +48.8% |
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 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