+51.3%
GEV vs UUUU
+3.5%
+47.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.0% | +8.6% | +4.8% |
| 7D | +1.6% | -10.5% | +12.1% | +4.2% |
| 30D | -7.9% | -10.5% | +2.6% | -5.9% |
| 3M | +5.6% | -14.1% | +19.7% | +8.4% |
| 6M | +13.1% | -35.5% | +48.5% | +21.5% |
| YTD | +46.7% | -10.9% | +57.7% | +47.0% |
| 1Y | +51.3% | +3.4% | +47.9% | +48.4% |
| All | +51.3% | +3.5% | +47.8% | +48.4% |
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 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