+167.2%
ALLY vs UUUU
+370.7%
-203.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.2% | +1.0% |
| 7D | +0.4% | -1.1% | +1.4% | +0.4% |
| 30D | +5.2% | -21.0% | +26.2% | +8.4% |
| 3M | -13.3% | -54.8% | +41.5% | -4.0% |
| 6M | -6.7% | -67.3% | +60.7% | +7.1% |
| YTD | -12.8% | -54.7% | +41.8% | -7.2% |
| 1Y | +0.7% | -57.4% | +58.1% | +7.7% |
| 3Y | +65.2% | -19.6% | +84.8% | +49.1% |
| 5Y | -10.1% | -40.0% | +29.9% | -19.9% |
| All | +167.2% | +370.7% | -203.5% | +57.7% |
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