+97.2%
GD vs UUUU
+126.1%
-28.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.8% | -2.6% | -1.8% |
| 7D | -5.3% | -1.4% | -3.9% | -5.2% |
| 30D | -6.4% | +16.3% | -22.7% | -7.3% |
| 3M | +5.7% | -16.7% | +22.4% | +6.3% |
| 6M | -0.9% | -33.7% | +32.7% | +0.4% |
| YTD | +8.2% | -0.5% | +8.6% | +6.4% |
| 1Y | +13.4% | +28.9% | -15.4% | +8.5% |
| 3Y | +68.5% | +99.9% | -31.4% | +51.9% |
| All | +97.2% | +126.1% | -28.9% | +73.9% |
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