+298.8%
ALB vs UUUU
-92.0%
+390.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.3% | -4.5% |
| 7D | -8.1% | -1.4% | -6.7% | -7.9% |
| 30D | +6.3% | +16.3% | -10.1% | +4.2% |
| 3M | -23.6% | -16.7% | -6.9% | -22.3% |
| 6M | -24.6% | -33.7% | +9.0% | -21.8% |
| YTD | -10.3% | -0.5% | -9.8% | -11.8% |
| 1Y | +61.5% | +28.9% | +32.6% | +52.6% |
| 3Y | -34.0% | +99.9% | -133.8% | -42.4% |
| 5Y | -44.6% | +135.3% | -179.9% | -53.4% |
| 10Y | +76.1% | +518.4% | -442.3% | +26.8% |
| All | +298.8% | -92.0% | +390.8% | +201.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling