+95.6%
ALLE vs UUUU
-2.8%
+98.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +9.8% | -7.0% | +2.3% |
| 7D | -0.6% | -1.1% | +0.5% | -0.6% |
| 30D | +26.6% | -26.6% | +53.2% | +28.3% |
| 3M | +13.2% | -48.3% | +61.5% | +16.5% |
| 6M | +42.9% | -65.8% | +108.7% | +49.5% |
| YTD | +21.0% | -49.7% | +70.8% | +23.4% |
| 1Y | +15.2% | -53.3% | +68.4% | +17.6% |
| 3Y | +95.6% | -7.4% | +102.9% | +85.0% |
| All | +95.6% | -2.8% | +98.4% | +85.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling