+60.7%
AME vs UUUU
+74.5%
-13.8%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -5.0% | +8.2% | +3.6% |
| 7D | +1.7% | -10.5% | +12.3% | +2.5% |
| 30D | -6.4% | -10.5% | +4.1% | -5.8% |
| 3M | +7.1% | -14.1% | +21.2% | +7.8% |
| 6M | +8.2% | -35.5% | +43.6% | +10.3% |
| YTD | +18.2% | -10.9% | +29.1% | +17.6% |
| 1Y | +26.7% | +3.4% | +23.4% | +24.1% |
| 3Y | +60.7% | +73.1% | -12.4% | +46.7% |
| All | +60.7% | +74.5% | -13.8% | +46.7% |
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