+18.0%
ALLE vs UUUU
-58.2%
+76.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +27.0% |
| 3M | +15.8% | -54.8% | +70.6% | +19.8% |
| 6M | +48.1% | -67.3% | +115.4% | +55.2% |
| YTD | +22.0% | -54.7% | +76.6% | +25.3% |
| 1Y | +18.0% | -57.4% | +75.5% | +21.5% |
| All | +18.0% | -58.2% | +76.3% | +21.5% |
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 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