+96.6%
AMCR vs UUUU
+13.6%
+83.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | 0.0% |
| 7D | -5.0% | -5.0% | +0.1% | -4.7% |
| 30D | -8.0% | -7.8% | -0.2% | -7.7% |
| 3M | +14.3% | -0.4% | +14.7% | +14.0% |
| 6M | +5.3% | -32.9% | +38.2% | +6.9% |
| YTD | +7.7% | -6.3% | +14.0% | +6.9% |
| 1Y | +10.8% | +7.9% | +2.9% | +8.2% |
| 3Y | +9.6% | +85.2% | -75.6% | +1.5% |
| 5Y | -10.2% | +97.0% | -107.2% | -18.9% |
| 10Y | +16.5% | +492.6% | -476.1% | -4.9% |
| All | +96.6% | +13.6% | +83.0% | +59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling