+33.4%
AG vs UUUU
-55.1%
+88.5%
-55.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.8% | +10.0% | +9.6% |
| 7D | -2.6% | -14.4% | +11.8% | +5.1% |
| 30D | -12.1% | -33.6% | +21.5% | +6.7% |
| 3M | -6.6% | -44.2% | +37.6% | +22.1% |
| 6M | -20.5% | -66.8% | +46.3% | +30.1% |
| YTD | -7.4% | -50.6% | +43.2% | +35.3% |
| 1Y | +33.4% | -57.8% | +91.2% | +108.8% |
| All | +33.4% | -55.1% | +88.5% | +108.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling