+66.8%
AA vs UUUU
-17.1%
+83.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.5% |
| 7D | +0.5% | -1.1% | +1.6% | +0.7% |
| 30D | -0.6% | -21.0% | +20.4% | +4.5% |
| 3M | -19.7% | -54.8% | +35.1% | -5.1% |
| 6M | -41.6% | -67.3% | +25.8% | -26.9% |
| YTD | -24.6% | -54.7% | +30.0% | -13.2% |
| 1Y | +4.9% | -57.4% | +62.3% | +21.5% |
| 3Y | +66.8% | -19.6% | +86.5% | +43.7% |
| All | +66.8% | -17.1% | +83.9% | +43.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling