+179.1%
APA vs UUUU
+125.2%
+53.9%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.4% | +3.0% |
| 7D | +0.3% | +1.8% | -1.5% | 0.0% |
| 30D | +9.3% | +1.8% | +7.5% | +8.5% |
| 3M | +23.3% | +1.3% | +22.1% | +21.3% |
| 6M | +39.5% | -26.8% | +66.3% | +42.2% |
| YTD | +87.6% | +0.1% | +87.5% | +72.7% |
| 1Y | +114.2% | +11.2% | +103.0% | +82.1% |
| 3Y | +13.6% | +97.7% | -84.1% | -27.6% |
| All | +179.1% | +125.2% | +53.9% | +62.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling