+8.6%
ALB vs UUUU
-55.1%
+63.7%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.5% |
| 7D | -2.1% | -14.4% | +12.4% | +1.8% |
| 30D | -9.0% | -33.6% | +24.6% | +0.4% |
| 3M | -21.1% | -44.2% | +23.0% | -9.7% |
| 6M | -49.9% | -66.8% | +16.9% | -36.5% |
| YTD | -32.3% | -50.6% | +18.3% | -19.9% |
| 1Y | +8.6% | -57.8% | +66.4% | +33.1% |
| All | +8.6% | -55.1% | +63.7% | +33.1% |
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