+416.2%
AME vs UUUU
+495.2%
-79.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.5% | -0.2% |
| 7D | 0.0% | -5.0% | +5.0% | +0.5% |
| 30D | -8.6% | -7.8% | -0.8% | -8.0% |
| 3M | +5.8% | -0.4% | +6.2% | +5.3% |
| 6M | +3.8% | -32.9% | +36.7% | +6.7% |
| YTD | +14.4% | -6.3% | +20.7% | +12.4% |
| 1Y | +25.8% | +7.9% | +17.9% | +19.9% |
| 3Y | +55.2% | +85.2% | -30.0% | +33.7% |
| 5Y | +85.5% | +97.0% | -11.4% | +50.9% |
| All | +416.2% | +495.2% | -79.0% | +206.1% |
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