-57.4%
GNRC vs UUUU
+79.1%
-136.5%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.0% | +7.9% | +4.0% |
| 7D | -0.2% | -10.5% | +10.3% | +2.2% |
| 30D | -15.7% | -10.5% | -5.2% | -13.9% |
| 3M | -27.3% | -14.1% | -13.2% | -25.4% |
| 6M | -12.1% | -35.5% | +23.4% | -5.6% |
| YTD | +37.1% | -10.9% | +48.1% | +34.7% |
| 1Y | -0.5% | +3.4% | -3.8% | -9.1% |
| 3Y | +61.5% | +73.1% | -11.6% | +17.0% |
| All | -57.4% | +79.1% | -136.5% | -72.5% |
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