+2,203.1%
GWW vs UUUU
-92.5%
+2,295.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.2% |
| 7D | -3.1% | -5.0% | +1.9% | -2.9% |
| 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% | +16.9% |
| YTD | +26.7% | -6.3% | +33.0% | +25.4% |
| 1Y | +29.0% | +7.9% | +21.0% | +25.7% |
| 3Y | +89.0% | +85.2% | +3.8% | +75.1% |
| 5Y | +221.8% | +97.0% | +124.8% | +190.7% |
| 10Y | +562.7% | +492.6% | +70.1% | +434.9% |
| All | +2,203.1% | -92.5% | +2,295.6% | +1,795.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling