+4.9%
APD vs UUUU
+4.2%
+0.7%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | -0.6% |
| 7D | -3.5% | -5.0% | +1.5% | -3.5% |
| 30D | -5.1% | -7.8% | +2.7% | -5.1% |
| 3M | +6.9% | -0.4% | +7.3% | +6.9% |
| 6M | +8.1% | -32.9% | +41.0% | +7.6% |
| YTD | +21.2% | -6.3% | +27.5% | +21.1% |
| 1Y | +4.9% | +7.9% | -3.1% | +10.4% |
| All | +4.9% | +4.2% | +0.7% | +10.4% |
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