+264.1%
AG vs UUUU
+83.7%
+180.4%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -6.3% | +1.5% | -2.6% |
| 7D | -5.8% | -5.0% | -0.8% | -4.1% |
| 30D | +6.4% | -7.8% | +14.1% | +9.2% |
| 3M | +28.4% | -0.4% | +28.8% | +27.6% |
| 6M | -24.5% | -32.9% | +8.4% | -14.7% |
| YTD | +21.2% | -6.3% | +27.4% | +23.3% |
| 1Y | +114.1% | +7.9% | +106.2% | +100.1% |
| All | +264.1% | +83.7% | +180.4% | +145.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling