+206.1%
GLD vs UUUU
+370.7%
-164.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.2% |
| 7D | -4.6% | -1.1% | -3.5% | -4.5% |
| 30D | -5.5% | -21.0% | +15.5% | -4.4% |
| 3M | -10.9% | -54.8% | +43.9% | -7.3% |
| 6M | -17.4% | -67.3% | +49.9% | -13.0% |
| YTD | -10.3% | -54.7% | +44.4% | -7.0% |
| 1Y | -7.2% | -57.4% | +50.3% | -3.6% |
| 3Y | +96.9% | -19.6% | +116.5% | +96.6% |
| 5Y | +103.8% | -40.0% | +143.8% | +102.4% |
| All | +206.1% | +370.7% | -164.6% | +187.7% |
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 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