-1.0%
ALK vs UUUU
-55.1%
+54.1%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | -0.8% | +9.6% | +8.9% |
| 7D | +12.4% | -14.4% | +26.8% | +15.7% |
| 30D | +2.1% | -33.6% | +35.7% | +10.1% |
| 3M | -23.9% | -44.2% | +20.3% | -15.6% |
| 6M | +8.2% | -66.8% | +75.0% | +29.8% |
| YTD | -20.5% | -50.6% | +30.1% | -10.9% |
| 1Y | -1.0% | -57.8% | +56.8% | +12.8% |
| All | -1.0% | -55.1% | +54.1% | +12.8% |
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