+215.3%
ALLE vs UUUU
+370.7%
-155.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.1% |
| 7D | +3.6% | -1.1% | +4.6% | +3.6% |
| 30D | +25.9% | -21.0% | +46.9% | +28.3% |
| 3M | +15.8% | -54.8% | +70.6% | +23.6% |
| 6M | +48.1% | -67.3% | +115.4% | +61.9% |
| YTD | +22.0% | -54.7% | +76.6% | +27.2% |
| 1Y | +18.0% | -57.4% | +75.5% | +23.3% |
| 3Y | +93.1% | -19.6% | +112.7% | +79.7% |
| 5Y | +52.1% | -40.0% | +92.1% | +39.7% |
| All | +215.3% | +370.7% | -155.5% | +114.8% |
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