+13.8%
A vs UUUU
+9.0%
+4.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -6.3% | +5.2% | -1.0% |
| 7D | -4.6% | -5.0% | +0.4% | -4.5% |
| 30D | -4.3% | -7.8% | +3.5% | -4.1% |
| 3M | +8.9% | -0.4% | +9.4% | +9.0% |
| 6M | +24.5% | -32.9% | +57.4% | +24.6% |
| YTD | +5.8% | -6.3% | +12.1% | +5.5% |
| All | +13.8% | +9.0% | +4.9% | +15.9% |
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