+238.4%
A vs UUUU
+495.2%
-256.8%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -0.6% |
| 7D | -4.6% | -5.0% | +0.4% | -4.2% |
| 30D | -4.3% | -7.8% | +3.5% | -3.7% |
| 3M | +8.9% | -0.4% | +9.4% | +8.5% |
| 6M | +24.5% | -32.9% | +57.4% | +27.2% |
| YTD | +5.8% | -6.3% | +12.1% | +3.7% |
| 1Y | +16.2% | +7.9% | +8.3% | +10.7% |
| 3Y | +28.5% | +85.2% | -56.7% | +11.3% |
| 5Y | -16.3% | +97.0% | -113.3% | -30.7% |
| All | +238.4% | +495.2% | -256.8% | +121.1% |
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