+606.9%
GEV vs UUUU
+124.5%
+482.4%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.5% | -1.4% |
| 7D | -1.9% | -5.0% | +3.1% | -0.8% |
| 30D | -8.7% | -7.8% | -0.9% | -7.3% |
| 3M | +6.6% | -0.4% | +7.0% | +5.9% |
| 6M | +10.2% | -32.9% | +43.1% | +17.8% |
| YTD | +41.6% | -6.3% | +47.9% | +38.8% |
| 1Y | +43.9% | +7.9% | +36.0% | +32.6% |
| All | +606.9% | +124.5% | +482.4% | +407.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling