+1,649.6%
AME vs UUUU
-91.9%
+1,741.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.1% |
| 7D | +2.8% | +2.8% | 0.0% | +2.6% |
| 30D | -6.3% | +3.4% | -9.7% | -6.6% |
| 3M | +5.4% | -3.9% | +9.3% | +5.3% |
| 6M | +7.4% | -23.2% | +30.6% | +8.5% |
| YTD | +16.2% | +0.6% | +15.6% | +14.4% |
| 1Y | +26.8% | +22.9% | +4.0% | +22.0% |
| 3Y | +57.5% | +98.6% | -41.1% | +43.0% |
| 5Y | +84.8% | +130.2% | -45.4% | +61.6% |
| 10Y | +424.3% | +519.5% | -95.2% | +301.2% |
| All | +1,649.6% | -91.9% | +1,741.5% | +1,243.1% |
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 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