+17.7%
GFS vs UUUU
-55.1%
+72.8%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.8% | -5.1% | -5.7% |
| 7D | -12.5% | -14.4% | +1.9% | -8.8% |
| 30D | -16.9% | -33.6% | +16.7% | -8.0% |
| 3M | -22.3% | -44.2% | +21.9% | -10.3% |
| 6M | -40.2% | -66.8% | +26.6% | -25.2% |
| YTD | +16.0% | -50.6% | +66.6% | +34.4% |
| 1Y | +17.7% | -57.8% | +75.5% | +38.4% |
| All | +17.7% | -55.1% | +72.8% | +38.4% |
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