+16.0%
AA vs UUUU
-55.1%
+71.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.8% | +3.6% | +3.0% |
| 7D | +0.9% | -14.4% | +15.3% | +5.5% |
| 30D | -6.4% | -33.6% | +27.2% | +4.9% |
| 3M | -13.0% | -44.2% | +31.2% | +2.5% |
| 6M | -34.6% | -66.8% | +32.2% | -13.2% |
| YTD | -23.0% | -50.6% | +27.6% | -11.8% |
| 1Y | +16.0% | -57.8% | +73.8% | +37.6% |
| All | +16.0% | -55.1% | +71.1% | +37.6% |
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