+1,363.0%
AMAT vs UUUU
+441.5%
+921.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +9.8% | +1.6% | +9.4% |
| 7D | -1.1% | -1.1% | 0.0% | -0.6% |
| 30D | -26.9% | -26.6% | -0.3% | -22.1% |
| 3M | -31.2% | -48.3% | +17.1% | -21.8% |
| 6M | -14.7% | -65.8% | +51.1% | +4.7% |
| YTD | +44.7% | -49.7% | +94.4% | +60.6% |
| 1Y | +62.0% | -53.3% | +115.2% | +81.4% |
| 3Y | +165.0% | -7.4% | +172.3% | +136.7% |
| 5Y | +147.1% | -33.4% | +180.5% | +120.5% |
| All | +1,363.0% | +441.5% | +921.5% | +796.1% |
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