+464.1%
GLD vs UUUU
-96.2%
+560.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.8% | -4.0% | -1.2% |
| 7D | -2.0% | -3.5% | +1.5% | -1.9% |
| 30D | -4.4% | -28.3% | +23.8% | -3.5% |
| 3M | -8.9% | -53.1% | +44.2% | -6.8% |
| 6M | -16.0% | -68.6% | +52.6% | -13.2% |
| YTD | -7.9% | -52.3% | +44.5% | -6.1% |
| 1Y | -3.9% | -55.8% | +51.9% | -1.9% |
| 3Y | +103.4% | -12.3% | +115.7% | +101.7% |
| 5Y | +109.7% | -36.9% | +146.6% | +107.5% |
| 10Y | +211.8% | +388.0% | -176.2% | +188.0% |
| All | +464.1% | -96.2% | +560.2% | +460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling