-10.1%
ALK vs UUUU
-58.0%
+47.9%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -3.6% | -1.2% | -4.1% |
| 7D | +0.9% | +1.4% | -0.5% | +0.6% |
| 30D | +3.3% | -27.9% | +31.2% | +9.8% |
| 3M | -17.6% | -53.8% | +36.3% | -4.9% |
| 6M | +0.8% | -68.1% | +68.9% | +22.5% |
| YTD | -22.4% | -54.1% | +31.7% | -11.9% |
| 1Y | -10.1% | -57.8% | +47.7% | +3.0% |
| All | -10.1% | -58.0% | +47.9% | +3.0% |
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