+170.5%
GM vs UUUU
+74.5%
+96.0%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.0% | +4.4% | -0.3% |
| 7D | -2.4% | -10.5% | +8.1% | -1.9% |
| 30D | -1.1% | -10.5% | +9.4% | -0.6% |
| 3M | +6.1% | -14.1% | +20.2% | +6.7% |
| 6M | +15.0% | -35.5% | +50.4% | +16.7% |
| YTD | +6.0% | -10.9% | +16.9% | +5.4% |
| 1Y | +47.1% | +3.4% | +43.7% | +42.6% |
| 3Y | +170.5% | +73.1% | +97.4% | +139.3% |
| All | +170.5% | +74.5% | +96.0% | +139.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling