+361.5%
ALL vs UUUU
+465.5%
-104.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.0% |
| 7D | -2.3% | -10.5% | +8.2% | -1.8% |
| 30D | -0.4% | -10.5% | +10.1% | -0.1% |
| 3M | +16.0% | -14.1% | +30.2% | +16.5% |
| 6M | +24.6% | -35.5% | +60.0% | +26.1% |
| YTD | +23.7% | -10.9% | +34.6% | +22.0% |
| 1Y | +27.7% | +3.4% | +24.4% | +23.9% |
| 3Y | +150.2% | +73.1% | +77.1% | +128.8% |
| 5Y | +117.1% | +87.1% | +29.9% | +91.1% |
| All | +361.5% | +465.5% | -104.0% | +234.5% |
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