+80.2%
ALB vs UUUU
+495.2%
-415.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.3% | +3.3% | -1.7% |
| 7D | -7.6% | -5.0% | -2.6% | -6.6% |
| 30D | -5.6% | -7.8% | +2.2% | -4.3% |
| 3M | -16.8% | -0.4% | -16.4% | -17.4% |
| 6M | -26.3% | -32.9% | +6.6% | -21.6% |
| YTD | -13.2% | -6.3% | -7.0% | -15.3% |
| 1Y | +68.8% | +7.9% | +60.9% | +56.8% |
| 3Y | -30.7% | +85.2% | -115.9% | -46.5% |
| 5Y | -46.3% | +97.0% | -143.2% | -61.0% |
| All | +80.2% | +495.2% | -415.0% | -4.7% |
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