-18.0%
GIS vs UUUU
+27.9%
-46.0%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.3% | -2.4% |
| 7D | -7.8% | -1.4% | -6.5% | -7.9% |
| 30D | +6.6% | +16.3% | -9.8% | +7.4% |
| 3M | +21.0% | -16.7% | +37.7% | +20.7% |
| 6M | -9.1% | -33.7% | +24.6% | -9.7% |
| YTD | -13.6% | -0.5% | -13.1% | -12.0% |
| 1Y | -18.0% | +28.9% | -46.9% | -11.8% |
| All | -18.0% | +27.9% | -46.0% | -11.8% |
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