+1,010.9%
GFI vs UUUU
+465.5%
+545.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -0.5% |
| 7D | -4.9% | -10.5% | +5.7% | -3.2% |
| 30D | +10.7% | -10.5% | +21.2% | +12.6% |
| 3M | +25.6% | -14.1% | +39.8% | +28.2% |
| 6M | -8.3% | -35.5% | +27.2% | -2.7% |
| YTD | +6.3% | -10.9% | +17.2% | +7.4% |
| 1Y | +22.1% | +3.4% | +18.7% | +19.0% |
| 3Y | +289.2% | +73.1% | +216.1% | +238.6% |
| 5Y | +531.7% | +87.1% | +444.5% | +423.3% |
| All | +1,010.9% | +465.5% | +545.4% | +647.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling