-38.2%
ALK vs UUUU
+535.4%
-573.6%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.9% |
| 7D | -3.0% | +1.8% | -4.8% | -3.2% |
| 30D | -14.6% | +1.8% | -16.4% | -15.0% |
| 3M | -10.6% | +1.3% | -11.8% | -11.2% |
| 6M | -6.7% | -26.8% | +20.1% | -3.8% |
| YTD | -19.8% | +0.1% | -19.8% | -22.0% |
| 1Y | -35.2% | +11.2% | -46.4% | -39.5% |
| 3Y | +1.4% | +97.7% | -96.3% | -18.6% |
| 5Y | -30.7% | +127.3% | -158.0% | -49.0% |
| All | -38.2% | +535.4% | -573.6% | -68.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling