+100.5%
APA vs UUUU
+9.0%
+91.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -1.1% |
| 7D | +0.8% | -5.0% | +5.8% | +0.5% |
| 30D | +9.6% | -7.8% | +17.4% | +9.3% |
| 3M | +18.0% | -0.4% | +18.4% | +18.4% |
| 6M | +41.9% | -32.9% | +74.8% | +41.2% |
| YTD | +86.3% | -6.3% | +92.6% | +86.7% |
| All | +100.5% | +9.0% | +91.6% | +118.7% |
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 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