+612.8%
GD vs UUUU
-92.0%
+704.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.2% |
| 3M | +5.7% | -16.7% | +22.4% | +6.3% |
| 6M | -0.9% | -33.7% | +32.7% | +0.3% |
| YTD | +8.2% | -0.5% | +8.6% | +6.8% |
| 1Y | +13.4% | +28.9% | -15.4% | +9.6% |
| 3Y | +68.5% | +99.9% | -31.4% | +55.9% |
| 5Y | +97.2% | +135.3% | -38.1% | +76.9% |
| 10Y | +190.2% | +518.4% | -328.2% | +134.3% |
| All | +612.8% | -92.0% | +704.8% | +474.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling