+223.3%
GWW vs UUUU
+88.5%
+134.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.2% |
| 7D | -3.1% | -5.0% | +1.9% | -2.8% |
| 30D | -2.3% | -7.8% | +5.4% | -2.0% |
| 3M | -3.3% | -0.4% | -2.9% | -3.6% |
| 6M | +15.4% | -32.9% | +48.3% | +17.4% |
| YTD | +26.7% | -6.3% | +33.0% | +24.8% |
| 1Y | +29.0% | +7.9% | +21.0% | +23.9% |
| 3Y | +89.0% | +85.2% | +3.8% | +67.1% |
| All | +223.3% | +88.5% | +134.8% | +176.7% |
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