+319.9%
ADP vs UUUU
+370.7%
-50.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.7% |
| 7D | +2.2% | -1.1% | +3.2% | +2.2% |
| 30D | +10.6% | -21.0% | +31.5% | +12.0% |
| 3M | +12.9% | -54.8% | +67.7% | +18.2% |
| 6M | +50.6% | -67.3% | +118.0% | +60.4% |
| YTD | +23.2% | -54.7% | +77.9% | +25.5% |
| 1Y | +25.3% | -57.4% | +82.7% | +27.9% |
| 3Y | +47.1% | -19.6% | +66.8% | +35.3% |
| 5Y | +50.1% | -40.0% | +90.1% | +36.1% |
| All | +319.9% | +370.7% | -50.8% | +180.3% |
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 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