+35.8%
GFS vs UUUU
+27.9%
+7.9%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +1.0% | -1.4% | +2.4% | +1.3% |
| 30D | -8.6% | +16.3% | -24.9% | -11.5% |
| 3M | -46.5% | -16.7% | -29.9% | -45.4% |
| 6M | -4.8% | -33.7% | +28.8% | -2.0% |
| YTD | +29.7% | -0.5% | +30.1% | +28.4% |
| 1Y | +35.8% | +28.9% | +7.0% | +36.8% |
| All | +35.8% | +27.9% | +7.9% | +36.8% |
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 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