+58.7%
ALB vs UUUU
+3.5%
+55.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -5.0% | +1.2% | -2.5% |
| 7D | -6.9% | -10.5% | +3.6% | -4.3% |
| 30D | -8.4% | -10.5% | +2.1% | -6.3% |
| 3M | -25.9% | -14.1% | -11.8% | -24.0% |
| 6M | -29.7% | -35.5% | +5.8% | -24.1% |
| YTD | -16.5% | -10.9% | -5.6% | -17.4% |
| 1Y | +58.7% | +3.4% | +55.4% | +41.7% |
| All | +58.7% | +3.5% | +55.2% | +41.7% |
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 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