-38.6%
ALK vs UUUU
+495.2%
-533.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.3% |
| 7D | -3.1% | -5.0% | +1.9% | -2.4% |
| 30D | -17.1% | -7.8% | -9.3% | -16.3% |
| 3M | -3.8% | -0.4% | -3.3% | -4.2% |
| 6M | -5.3% | -32.9% | +27.6% | -1.1% |
| YTD | -20.3% | -6.3% | -14.0% | -21.7% |
| 1Y | -36.0% | +7.9% | -43.9% | -39.9% |
| 3Y | +0.8% | +85.2% | -84.4% | -18.4% |
| 5Y | -28.5% | +97.0% | -125.5% | -46.2% |
| All | -38.6% | +495.2% | -533.8% | -68.1% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling