+138.9%
GLD vs UUUU
+118.2%
+20.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.0% | -2.8% | -1.8% |
| 7D | +0.7% | +2.8% | -2.1% | +0.5% |
| 30D | +0.3% | +3.4% | -3.1% | 0.0% |
| 3M | +0.6% | -3.9% | +4.5% | +0.6% |
| 6M | -15.6% | -23.2% | +7.6% | -14.6% |
| YTD | +0.9% | +0.6% | +0.3% | +0.4% |
| 1Y | +19.4% | +22.9% | -3.5% | +16.7% |
| 3Y | +124.5% | +98.6% | +25.8% | +108.6% |
| 5Y | +138.9% | +130.2% | +8.7% | +118.4% |
| All | +138.9% | +118.2% | +20.7% | +118.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling