+14.6%
AMCR vs UUUU
+465.5%
-450.9%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -5.0% | +3.4% | -1.2% |
| 7D | -6.3% | -10.5% | +4.2% | -5.5% |
| 30D | -7.8% | -10.5% | +2.7% | -7.2% |
| 3M | +7.5% | -14.1% | +21.7% | +8.3% |
| 6M | +2.7% | -35.5% | +38.2% | +5.1% |
| YTD | +6.0% | -10.9% | +17.0% | +5.1% |
| 1Y | +7.8% | +3.4% | +4.4% | +4.2% |
| 3Y | +5.8% | +73.1% | -67.3% | -5.1% |
| 5Y | -11.6% | +87.1% | -98.8% | -24.1% |
| All | +14.6% | +465.5% | -450.9% | -19.4% |
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