+422.4%
GE vs UUUU
+111.0%
+311.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -6.3% | +5.9% | +0.3% |
| 7D | -2.8% | -5.0% | +2.2% | -2.2% |
| 30D | -11.9% | -7.8% | -4.1% | -11.3% |
| 3M | +1.8% | -0.4% | +2.3% | +1.3% |
| 6M | -0.6% | -32.9% | +32.3% | +2.6% |
| YTD | +5.5% | -6.3% | +11.8% | +2.8% |
| 1Y | +15.0% | +7.9% | +7.0% | +7.3% |
| 3Y | +269.5% | +85.2% | +184.3% | +201.7% |
| 5Y | +422.4% | +97.0% | +325.5% | +311.1% |
| All | +422.4% | +111.0% | +311.4% | +311.1% |
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 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