+213.1%
GLD vs UUUU
+495.2%
-282.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -1.4% |
| 7D | -3.4% | -5.0% | +1.6% | -3.1% |
| 30D | -1.1% | -7.8% | +6.6% | -0.8% |
| 3M | +5.8% | -0.4% | +6.3% | +5.6% |
| 6M | -17.1% | -32.9% | +15.8% | -15.9% |
| YTD | 0.0% | -6.3% | +6.3% | 0.0% |
| 1Y | +18.2% | +7.9% | +10.3% | +17.2% |
| 3Y | +122.6% | +85.2% | +37.4% | +113.6% |
| 5Y | +137.1% | +97.0% | +40.1% | +124.8% |
| All | +213.1% | +495.2% | -282.1% | +186.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling