+50.8%
AA vs UUUU
+9.0%
+41.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -6.3% | +1.5% | -3.4% |
| 7D | -5.4% | -5.0% | -0.4% | -4.3% |
| 30D | -10.7% | -7.8% | -2.9% | -9.2% |
| 3M | -26.2% | -0.4% | -25.7% | -26.6% |
| 6M | -20.9% | -32.9% | +11.9% | -16.4% |
| YTD | -8.6% | -6.3% | -2.4% | -6.4% |
| All | +50.8% | +9.0% | +41.8% | +51.8% |
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