+38.4%
AR vs UUUU
+465.5%
-427.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -5.0% | +3.1% | -1.0% |
| 7D | -2.5% | -10.5% | +8.0% | -0.6% |
| 30D | +2.5% | -10.5% | +13.0% | +4.2% |
| 3M | +12.3% | -14.1% | +26.4% | +14.0% |
| 6M | -3.1% | -35.5% | +32.4% | +1.3% |
| YTD | +11.5% | -10.9% | +22.5% | +5.9% |
| 1Y | +17.0% | +3.4% | +13.7% | +3.1% |
| 3Y | +47.3% | +73.1% | -25.8% | +6.0% |
| 5Y | +141.2% | +87.1% | +54.1% | +59.6% |
| All | +38.4% | +465.5% | -427.1% | -39.4% |
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 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