+66.5%
ALLY vs UUUU
+99.2%
-32.7%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.0% | -4.4% | -3.4% |
| 7D | +1.0% | +2.8% | -1.8% | +0.8% |
| 30D | -3.3% | +3.4% | -6.7% | -3.6% |
| 3M | +0.5% | -3.9% | +4.3% | +0.3% |
| 6M | +12.6% | -23.2% | +35.8% | +13.7% |
| YTD | -4.7% | +0.6% | -5.2% | -7.1% |
| 1Y | +5.2% | +22.9% | -17.6% | -0.4% |
| 3Y | +66.5% | +98.6% | -32.2% | +42.0% |
| All | +66.5% | +99.2% | -32.7% | +42.0% |
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