+132.1%
AFL vs UUUU
+88.5%
+43.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | 0.0% |
| 7D | -3.3% | -5.0% | +1.7% | -3.1% |
| 30D | -5.0% | -7.8% | +2.8% | -4.8% |
| 3M | -1.8% | -0.4% | -1.3% | -2.0% |
| 6M | +4.8% | -32.9% | +37.7% | +5.8% |
| YTD | +5.4% | -6.3% | +11.7% | +3.8% |
| 1Y | +9.0% | +7.9% | +1.1% | +5.3% |
| 3Y | +63.0% | +85.2% | -22.2% | +47.7% |
| All | +132.1% | +88.5% | +43.6% | +102.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling