+561.8%
GWW vs UUUU
+465.5%
+96.3%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.0% | +5.7% | +1.0% |
| 7D | -3.4% | -10.5% | +7.1% | -2.6% |
| 30D | -1.9% | -10.5% | +8.6% | -1.2% |
| 3M | -2.4% | -14.1% | +11.7% | -1.7% |
| 6M | +15.7% | -35.5% | +51.2% | +18.4% |
| YTD | +27.6% | -10.9% | +38.5% | +25.9% |
| 1Y | +27.2% | +3.4% | +23.8% | +22.2% |
| 3Y | +89.7% | +73.1% | +16.5% | +68.0% |
| 5Y | +223.9% | +87.1% | +136.8% | +173.4% |
| All | +561.8% | +465.5% | +96.3% | +327.6% |
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