+25.7%
GH vs UUUU
+88.5%
-62.8%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.3% | +4.0% | -0.8% |
| 7D | -1.2% | -5.0% | +3.8% | 0.0% |
| 30D | -3.7% | -7.8% | +4.1% | -2.2% |
| 3M | +21.7% | -0.4% | +22.1% | +20.1% |
| 6M | +75.7% | -32.9% | +108.6% | +87.4% |
| YTD | +55.7% | -6.3% | +62.0% | +45.7% |
| 1Y | +181.1% | +7.9% | +173.2% | +138.3% |
| 3Y | +371.6% | +85.2% | +286.4% | +195.3% |
| All | +25.7% | +88.5% | -62.8% | -27.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling