+352.2%
GFI vs UUUU
-92.5%
+444.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -6.3% | +3.5% | -2.3% |
| 7D | -5.1% | -5.0% | -0.1% | -4.7% |
| 30D | +13.4% | -7.8% | +21.2% | +14.3% |
| 3M | +36.2% | -0.4% | +36.7% | +36.1% |
| 6M | -9.8% | -32.9% | +23.1% | -6.8% |
| YTD | +7.7% | -6.3% | +13.9% | +7.8% |
| 1Y | +27.2% | +7.9% | +19.3% | +24.7% |
| 3Y | +300.3% | +85.2% | +215.1% | +266.0% |
| 5Y | +539.8% | +97.0% | +442.8% | +468.2% |
| 10Y | +1,058.5% | +492.6% | +565.9% | +785.8% |
| All | +352.2% | -92.5% | +444.7% | +310.2% |
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