+171.7%
ADM vs UUUU
+495.2%
-323.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.7% | +0.9% |
| 7D | +3.0% | -5.0% | +8.0% | +3.4% |
| 30D | +8.7% | -7.8% | +16.5% | +9.2% |
| 3M | +7.6% | -0.4% | +8.0% | +7.0% |
| 6M | +26.9% | -32.9% | +59.8% | +29.3% |
| YTD | +54.3% | -6.3% | +60.5% | +51.0% |
| 1Y | +45.7% | +7.9% | +37.7% | +38.7% |
| 3Y | +21.9% | +85.2% | -63.3% | +6.0% |
| 5Y | +67.2% | +97.0% | -29.8% | +38.8% |
| All | +171.7% | +495.2% | -323.5% | +81.7% |
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 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