-29.2%
ALB vs UUUU
+96.1%
-125.3%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.7% |
| 7D | -8.6% | +1.8% | -10.4% | -9.0% |
| 30D | -4.0% | +1.8% | -5.9% | -4.8% |
| 3M | -17.4% | +1.3% | -18.6% | -18.4% |
| 6M | -25.4% | -26.8% | +1.4% | -22.0% |
| YTD | -10.5% | +0.1% | -10.6% | -14.0% |
| 1Y | +75.8% | +11.2% | +64.6% | +61.7% |
| All | -29.2% | +96.1% | -125.3% | -50.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling