+88.6%
AG vs UUUU
+3.5%
+85.1%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.0% | +2.1% | -0.9% |
| 7D | -6.7% | -10.5% | +3.8% | -2.5% |
| 30D | +2.2% | -10.5% | +12.7% | +6.5% |
| 3M | +15.7% | -14.1% | +29.8% | +21.6% |
| 6M | -23.8% | -35.5% | +11.7% | -11.7% |
| YTD | +17.6% | -10.9% | +28.6% | +28.4% |
| 1Y | +88.6% | +3.4% | +85.3% | +107.8% |
| All | +88.6% | +3.5% | +85.1% | +107.8% |
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