-44.6%
ALB vs UUUU
+125.2%
-169.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -5.0% |
| 3M | -17.4% | +1.3% | -18.6% | -18.5% |
| 6M | -25.4% | -26.8% | +1.4% | -21.3% |
| YTD | -10.5% | +0.1% | -10.6% | -15.3% |
| 1Y | +75.8% | +11.2% | +64.6% | +56.8% |
| 3Y | -28.5% | +97.7% | -126.2% | -51.7% |
| All | -44.6% | +125.2% | -169.8% | -65.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling