+100.5%
GD vs UUUU
-40.6%
+141.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.5% | +0.2% |
| 7D | +2.7% | -1.1% | +3.7% | +2.7% |
| 30D | +8.6% | -21.0% | +29.6% | +9.9% |
| 3M | -7.1% | -54.8% | +47.7% | -3.2% |
| 6M | +7.5% | -67.3% | +74.8% | +13.6% |
| YTD | +9.9% | -54.7% | +64.6% | +12.5% |
| 1Y | +7.6% | -57.4% | +65.0% | +10.2% |
| 3Y | +56.2% | -19.6% | +75.8% | +47.3% |
| All | +100.5% | -40.6% | +141.2% | +83.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling