+185.8%
GS vs UUUU
-18.4%
+204.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.4% | -0.5% |
| 7D | -3.2% | -13.6% | +10.4% | -1.4% |
| 30D | -2.4% | -35.1% | +32.7% | +2.7% |
| 3M | -15.7% | -48.4% | +32.6% | -9.1% |
| 6M | -6.8% | -71.7% | +64.9% | +6.5% |
| YTD | -0.1% | -54.2% | +54.1% | +7.2% |
| 1Y | +12.1% | -56.0% | +68.0% | +20.3% |
| 3Y | +185.8% | -13.1% | +198.8% | +163.1% |
| All | +185.8% | -18.4% | +204.2% | +163.1% |
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