+216.2%
GE vs UUUU
-91.9%
+308.1%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.7% |
| 7D | +1.2% | +2.8% | -1.7% | +0.9% |
| 30D | -9.5% | +3.4% | -12.9% | -9.8% |
| 3M | +4.1% | -3.9% | +8.0% | +4.0% |
| 6M | +3.9% | -23.2% | +27.1% | +5.1% |
| YTD | +9.0% | +0.6% | +8.5% | +7.0% |
| 1Y | +21.9% | +22.9% | -0.9% | +16.4% |
| 3Y | +281.8% | +98.6% | +183.2% | +241.3% |
| 5Y | +436.7% | +130.2% | +306.5% | +361.7% |
| 10Y | +151.5% | +519.5% | -368.0% | +88.4% |
| All | +216.2% | -91.9% | +308.1% | +135.4% |
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