+195.5%
AMGN vs UUUU
+465.5%
-270.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.0% | +3.7% | -1.1% |
| 7D | -13.7% | -10.5% | -3.2% | -13.3% |
| 30D | -8.8% | -10.5% | +1.7% | -8.4% |
| 3M | +7.2% | -14.1% | +21.3% | +7.7% |
| 6M | +1.3% | -35.5% | +36.7% | +2.6% |
| YTD | +17.6% | -10.9% | +28.6% | +16.4% |
| 1Y | +37.2% | +3.4% | +33.8% | +33.6% |
| 3Y | +57.7% | +73.1% | -15.4% | +45.9% |
| 5Y | +106.3% | +87.1% | +19.1% | +83.2% |
| All | +195.5% | +465.5% | -270.0% | +106.8% |
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 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