-27.8%
ALK vs UUUU
+118.2%
-146.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.0% | -4.1% | -3.2% |
| 7D | +0.1% | +2.8% | -2.7% | -0.3% |
| 30D | -18.5% | +3.4% | -21.8% | -19.0% |
| 3M | -3.6% | -3.9% | +0.3% | -3.6% |
| 6M | -3.7% | -23.2% | +19.5% | -1.7% |
| YTD | -19.0% | +0.6% | -19.6% | -21.0% |
| 1Y | -36.0% | +22.9% | -58.9% | -40.7% |
| 3Y | +2.3% | +98.6% | -96.3% | -17.3% |
| 5Y | -27.8% | +130.2% | -158.0% | -42.9% |
| All | -27.8% | +118.2% | -146.0% | -42.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling