+341.2%
ACWI vs UUUU
-88.8%
+430.0%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +9.8% | -7.1% | +1.9% |
| 7D | +0.3% | -1.1% | +1.4% | +0.4% |
| 30D | -2.8% | -26.6% | +23.8% | -0.8% |
| 3M | -3.2% | -48.3% | +45.1% | +1.1% |
| 6M | +1.3% | -65.8% | +67.1% | +8.3% |
| YTD | +11.2% | -49.7% | +60.9% | +14.6% |
| 1Y | +13.8% | -53.3% | +67.1% | +17.5% |
| 3Y | +76.2% | -7.4% | +83.5% | +67.9% |
| 5Y | +59.5% | -33.4% | +92.8% | +51.4% |
| 10Y | +222.2% | +441.5% | -219.3% | +151.3% |
| All | +341.2% | -88.8% | +430.0% | +250.3% |
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