-35.2%
ALK vs UUUU
+17.3%
-52.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -14.9% |
| 3M | -10.6% | +1.3% | -11.8% | -11.3% |
| 6M | -6.7% | -26.8% | +20.1% | -5.3% |
| YTD | -19.8% | +0.1% | -19.8% | -18.9% |
| 1Y | -35.2% | +11.2% | -46.4% | -30.1% |
| All | -35.2% | +17.3% | -52.5% | -30.1% |
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 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