+5.9%
ABT vs UUUU
+74.5%
-68.6%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -5.0% | +3.6% | -1.5% |
| 7D | -5.9% | -10.5% | +4.6% | -6.1% |
| 30D | -8.1% | -10.5% | +2.4% | -8.3% |
| 3M | +14.5% | -14.1% | +28.7% | +14.5% |
| 6M | -6.3% | -35.5% | +29.2% | -6.5% |
| YTD | -17.1% | -10.9% | -6.2% | -17.1% |
| 1Y | -21.4% | +3.4% | -24.7% | -21.0% |
| 3Y | +5.9% | +73.1% | -67.2% | +6.7% |
| All | +5.9% | +74.5% | -68.6% | +6.7% |
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