+197.1%
ABT vs UUUU
+465.5%
-268.4%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -1.1% |
| 7D | -5.9% | -10.5% | +4.6% | -5.4% |
| 30D | -8.1% | -10.5% | +2.4% | -7.6% |
| 3M | +14.5% | -14.1% | +28.7% | +15.1% |
| 6M | -6.3% | -35.5% | +29.2% | -4.8% |
| YTD | -17.1% | -10.9% | -6.2% | -18.2% |
| 1Y | -21.4% | +3.4% | -24.7% | -23.9% |
| 3Y | +5.9% | +73.1% | -67.2% | -4.0% |
| 5Y | -12.8% | +87.1% | -99.9% | -24.2% |
| All | +197.1% | +465.5% | -268.4% | +105.5% |
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