+152.4%
ALLE vs UUUU
+495.2%
-342.8%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.3% |
| 7D | -2.8% | -5.0% | +2.3% | -2.3% |
| 30D | -10.2% | -7.8% | -2.4% | -9.7% |
| 3M | +17.4% | -0.4% | +17.9% | +16.9% |
| 6M | +3.3% | -32.9% | +36.2% | +5.8% |
| YTD | -4.2% | -6.3% | +2.0% | -6.0% |
| 1Y | -10.5% | +7.9% | -18.5% | -14.8% |
| 3Y | +45.4% | +85.2% | -39.8% | +25.9% |
| 5Y | +11.9% | +97.0% | -85.0% | -7.5% |
| All | +152.4% | +495.2% | -342.8% | +64.8% |
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