+388.8%
GH vs UUUU
+274.3%
+114.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.0% | +4.0% | 0.0% |
| 7D | -2.5% | -10.5% | +8.0% | -0.3% |
| 30D | -4.7% | -10.5% | +5.8% | -2.8% |
| 3M | +20.2% | -14.1% | +34.4% | +22.8% |
| 6M | +78.8% | -35.5% | +114.3% | +90.3% |
| YTD | +54.1% | -10.9% | +65.0% | +48.6% |
| 1Y | +177.1% | +3.4% | +173.7% | +148.7% |
| 3Y | +371.6% | +73.1% | +298.5% | +245.0% |
| 5Y | +21.9% | +87.1% | -65.2% | -15.8% |
| All | +388.8% | +274.3% | +114.5% | +146.9% |
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