+52.4%
GEV vs UUUU
-55.1%
+107.5%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -0.8% | -8.5% | -9.1% |
| 7D | -5.1% | -14.4% | +9.3% | -0.8% |
| 30D | -15.8% | -33.6% | +17.8% | -5.5% |
| 3M | -18.2% | -44.2% | +26.0% | -4.6% |
| 6M | -22.4% | -66.8% | +44.4% | +2.8% |
| YTD | +27.7% | -50.6% | +78.4% | +44.1% |
| 1Y | +52.4% | -57.8% | +110.1% | +80.1% |
| All | +52.4% | -55.1% | +107.5% | +80.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling