+208.8%
ALLE vs UUUU
+399.3%
-190.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -7.8% | +7.3% | +0.2% |
| 7D | +0.1% | -6.9% | +7.0% | +0.6% |
| 30D | +25.9% | -32.3% | +58.3% | +30.0% |
| 3M | +14.9% | -52.8% | +67.7% | +22.3% |
| 6M | +42.1% | -68.5% | +110.6% | +55.9% |
| YTD | +20.4% | -53.6% | +74.0% | +25.3% |
| 1Y | +14.9% | -59.1% | +74.0% | +20.5% |
| 3Y | +90.1% | -14.7% | +104.8% | +75.9% |
| 5Y | +53.0% | -35.4% | +88.4% | +39.6% |
| 10Y | +208.8% | +378.0% | -169.2% | +109.4% |
| All | +208.8% | +399.3% | -190.4% | +109.4% |
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