+18.2%
GLD vs UUUU
+4.2%
+14.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -6.3% | +4.6% | -0.8% |
| 7D | -3.4% | -5.0% | +1.6% | -2.7% |
| 30D | -1.1% | -7.8% | +6.6% | -0.1% |
| 3M | +5.8% | -0.4% | +6.3% | +5.3% |
| 6M | -17.1% | -32.9% | +15.8% | -13.9% |
| YTD | 0.0% | -6.3% | +6.3% | +2.0% |
| 1Y | +18.2% | +7.9% | +10.3% | +22.7% |
| All | +18.2% | +4.2% | +14.0% | +22.7% |
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 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