+185.7%
GS vs UUUU
+126.1%
+59.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.8% | 0.0% |
| 7D | +0.9% | -1.4% | +2.3% | +1.1% |
| 30D | -1.6% | +16.3% | -17.9% | -3.6% |
| 3M | -4.5% | -16.7% | +12.2% | -2.9% |
| 6M | +20.9% | -33.7% | +54.5% | +25.2% |
| YTD | +19.9% | -0.5% | +20.4% | +16.8% |
| 1Y | +41.4% | +28.9% | +12.6% | +30.6% |
| 3Y | +239.2% | +99.9% | +139.3% | +180.5% |
| All | +185.7% | +126.1% | +59.6% | +121.5% |
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