+60.4%
AMGN vs UUUU
+27.9%
+32.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.5% |
| 7D | +1.1% | -1.4% | +2.5% | +1.1% |
| 30D | +7.8% | +16.3% | -8.5% | +8.1% |
| 3M | +27.3% | -16.7% | +43.9% | +27.1% |
| 6M | +16.8% | -33.7% | +50.5% | +16.1% |
| YTD | +36.3% | -0.5% | +36.8% | +35.6% |
| 1Y | +60.4% | +28.9% | +31.6% | +61.8% |
| All | +60.4% | +27.9% | +32.5% | +61.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling