+356.8%
ACWI vs UUUU
-77.9%
+434.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.1% |
| 7D | +0.5% | -1.4% | +1.9% | +0.6% |
| 30D | +0.9% | +16.3% | -15.5% | -0.3% |
| 3M | +2.4% | -16.7% | +19.1% | +3.3% |
| 6M | +12.4% | -33.7% | +46.0% | +14.6% |
| YTD | +15.2% | -0.5% | +15.6% | +13.4% |
| 1Y | +22.7% | +28.9% | -6.1% | +17.4% |
| 3Y | +75.8% | +99.9% | -24.1% | +58.9% |
| 5Y | +67.7% | +135.3% | -67.6% | +46.2% |
| 10Y | +229.0% | +518.4% | -289.4% | +151.6% |
| All | +356.8% | -77.9% | +434.7% | +246.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling