+64.2%
AIG vs UUUU
+465.5%
-401.3%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.9% |
| 7D | -1.2% | -10.5% | +9.3% | -0.2% |
| 30D | -1.1% | -10.5% | +9.4% | -0.2% |
| 3M | +0.7% | -14.1% | +14.8% | +1.5% |
| 6M | -2.2% | -35.5% | +33.3% | +0.4% |
| YTD | -10.8% | -10.9% | +0.1% | -12.9% |
| 1Y | -2.0% | +3.4% | -5.4% | -7.5% |
| 3Y | +34.8% | +73.1% | -38.3% | +13.9% |
| 5Y | +55.0% | +87.1% | -32.1% | +22.7% |
| All | +64.2% | +465.5% | -401.3% | -5.7% |
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