+147.2%
GIS vs UUUU
-92.5%
+239.6%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.3% | +3.3% | -3.0% |
| 7D | -8.4% | -5.0% | -3.4% | -8.4% |
| 30D | -5.2% | -7.8% | +2.6% | -5.1% |
| 3M | +8.2% | -0.4% | +8.6% | +8.1% |
| 6M | -12.0% | -32.9% | +20.9% | -11.7% |
| YTD | -18.9% | -6.3% | -12.6% | -19.1% |
| 1Y | -23.6% | +7.9% | -31.5% | -24.2% |
| 3Y | -37.6% | +85.2% | -122.8% | -39.0% |
| 5Y | -25.2% | +97.0% | -122.2% | -27.6% |
| 10Y | -19.3% | +492.6% | -512.0% | -25.7% |
| All | +147.2% | -92.5% | +239.6% | +129.7% |
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 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