+43.1%
GFS vs UUUU
+17.3%
+25.8%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +2.0% |
| 7D | +4.5% | +1.8% | +2.7% | +4.1% |
| 30D | -8.2% | +1.8% | -10.0% | -8.7% |
| 3M | -38.9% | +1.3% | -40.1% | -39.3% |
| 6M | -2.9% | -26.8% | +23.9% | -0.6% |
| YTD | +31.8% | +0.1% | +31.7% | +29.9% |
| 1Y | +43.1% | +11.2% | +31.9% | +41.4% |
| All | +43.1% | +17.3% | +25.8% | +41.4% |
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