+611.0%
APD vs UUUU
-92.0%
+703.0%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.8% | -1.0% |
| 7D | -2.2% | -1.4% | -0.9% | -2.1% |
| 30D | +2.1% | +16.3% | -14.2% | +1.1% |
| 3M | +7.2% | -16.7% | +23.9% | +7.9% |
| 6M | +11.2% | -33.7% | +44.9% | +13.0% |
| YTD | +24.4% | -0.5% | +24.9% | +22.3% |
| 1Y | +6.7% | +28.9% | -22.2% | +2.1% |
| 3Y | +9.2% | +99.9% | -90.6% | -0.8% |
| 5Y | +27.4% | +135.3% | -107.9% | +11.5% |
| 10Y | +164.8% | +518.4% | -353.5% | +104.6% |
| All | +611.0% | -92.0% | +703.0% | +448.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling