+22.2%
A vs UUUU
-55.1%
+77.3%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.0% |
| 7D | -2.4% | -14.4% | +12.0% | -1.9% |
| 30D | +3.6% | -33.6% | +37.2% | +4.7% |
| 3M | +27.5% | -44.2% | +71.6% | +29.5% |
| 6M | +58.5% | -66.8% | +125.3% | +61.8% |
| YTD | +31.2% | -50.6% | +81.8% | +30.4% |
| 1Y | +22.2% | -57.8% | +80.0% | +21.8% |
| All | +22.2% | -55.1% | +77.3% | +21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling