+344.2%
ACWI vs UUUU
-89.4%
+433.7%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.8% | -1.7% | +1.0% |
| 7D | -0.7% | -3.5% | +2.8% | -0.5% |
| 30D | -2.0% | -28.3% | +26.3% | +0.1% |
| 3M | -2.2% | -53.1% | +51.0% | +2.8% |
| 6M | +1.9% | -68.6% | +70.4% | +9.5% |
| YTD | +12.0% | -52.3% | +64.3% | +15.7% |
| 1Y | +12.5% | -55.8% | +68.3% | +16.6% |
| 3Y | +75.4% | -12.3% | +87.7% | +67.7% |
| 5Y | +61.5% | -36.9% | +98.4% | +53.9% |
| 10Y | +227.1% | +388.0% | -160.9% | +156.7% |
| All | +344.2% | -89.4% | +433.7% | +254.0% |
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