+405.5%
GH vs UUUU
+320.5%
+85.0%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | -0.2% | +1.8% | -2.0% | -0.5% |
| 30D | -2.6% | +1.8% | -4.5% | -3.4% |
| 3M | +25.1% | +1.3% | +23.8% | +23.4% |
| 6M | +78.5% | -26.8% | +105.3% | +85.2% |
| YTD | +59.4% | +0.1% | +59.3% | +50.1% |
| 1Y | +173.9% | +11.2% | +162.6% | +142.5% |
| 3Y | +382.7% | +97.7% | +285.0% | +243.6% |
| 5Y | +24.4% | +127.3% | -102.9% | -17.1% |
| All | +405.5% | +320.5% | +85.0% | +149.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling