+26.8%
ALL vs UUUU
+9.0%
+17.8%
-11.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -1.1% |
| 7D | -4.3% | -5.0% | +0.7% | -4.6% |
| 30D | -3.6% | -7.8% | +4.2% | -3.9% |
| 3M | +13.2% | -0.4% | +13.6% | +13.7% |
| 6M | +22.5% | -32.9% | +55.4% | +21.7% |
| YTD | +22.7% | -6.3% | +29.0% | +22.6% |
| All | +26.8% | +9.0% | +17.8% | +36.9% |
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 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