+61.6%
AG vs UUUU
+465.5%
-403.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -1.6% |
| 7D | -6.7% | -10.5% | +3.8% | -3.9% |
| 30D | +2.2% | -10.5% | +12.7% | +5.2% |
| 3M | +15.7% | -14.1% | +29.8% | +20.0% |
| 6M | -23.8% | -35.5% | +11.7% | -14.9% |
| YTD | +17.6% | -10.9% | +28.6% | +20.2% |
| 1Y | +88.6% | +3.4% | +85.3% | +80.4% |
| 3Y | +253.4% | +73.1% | +180.3% | +176.3% |
| 5Y | +62.4% | +87.1% | -24.7% | +18.3% |
| All | +61.6% | +465.5% | -403.9% | -20.9% |
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