+2.8%
GLD vs UUUU
-55.1%
+57.9%
-28.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.8% | +4.5% | +3.8% |
| 7D | -0.3% | -14.4% | +14.1% | +2.3% |
| 30D | -1.9% | -33.6% | +31.8% | +4.8% |
| 3M | -0.4% | -44.2% | +43.7% | +9.0% |
| 6M | -10.2% | -66.8% | +56.6% | +5.7% |
| YTD | -6.0% | -50.6% | +44.6% | +8.6% |
| 1Y | +2.8% | -57.8% | +60.6% | +19.6% |
| All | +2.8% | -55.1% | +57.9% | +19.6% |
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