-17.4%
ALB vs UUUU
-58.2%
+40.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.3% | 0.0% | -1.1% |
| 7D | -5.8% | -1.1% | -4.7% | -5.7% |
| 30D | -4.5% | -21.0% | +16.5% | +0.7% |
| 3M | -28.1% | -54.8% | +26.7% | -13.6% |
| 6M | -53.2% | -67.3% | +14.2% | -40.3% |
| YTD | -33.3% | -54.7% | +21.4% | -19.2% |
| 1Y | -17.4% | -57.4% | +40.0% | +0.2% |
| All | -17.4% | -58.2% | +40.8% | +0.2% |
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