+366.2%
AG vs UUUU
-92.0%
+458.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.5% | +2.6% | +2.2% |
| 7D | -0.1% | +1.8% | -1.9% | -0.5% |
| 30D | +12.5% | +1.8% | +10.6% | +11.9% |
| 3M | +28.2% | +1.3% | +26.9% | +27.5% |
| 6M | -18.8% | -26.8% | +7.9% | -13.9% |
| YTD | +27.4% | +0.1% | +27.3% | +26.5% |
| 1Y | +132.2% | +11.2% | +120.9% | +121.5% |
| 3Y | +286.9% | +97.7% | +189.2% | +215.9% |
| 5Y | +72.8% | +127.3% | -54.6% | +32.0% |
| 10Y | +74.6% | +532.6% | -458.0% | -5.1% |
| All | +366.2% | -92.0% | +458.2% | +167.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling