+457.2%
GS vs UUUU
+399.3%
+58.0%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -7.8% | +8.2% | +1.5% |
| 7D | +1.6% | -6.9% | +8.5% | +2.5% |
| 30D | +1.7% | -32.3% | +34.0% | +6.8% |
| 3M | -11.6% | -52.8% | +41.2% | -2.9% |
| 6M | -1.9% | -68.5% | +66.6% | +12.7% |
| YTD | +5.1% | -53.6% | +58.7% | +12.7% |
| 1Y | +16.4% | -59.1% | +75.5% | +26.3% |
| 3Y | +199.0% | -14.7% | +213.6% | +176.5% |
| 5Y | +157.4% | -35.4% | +192.9% | +134.0% |
| 10Y | +457.2% | +378.0% | +79.2% | +227.9% |
| All | +457.2% | +399.3% | +58.0% | +227.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling