+97.4%
AR vs UUUU
-40.6%
+138.0%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | +7.4% | -1.1% | +8.4% | +7.3% |
| 30D | +5.8% | -21.0% | +26.7% | +8.9% |
| 3M | +5.2% | -54.8% | +60.0% | +16.7% |
| 6M | +5.4% | -67.3% | +72.8% | +21.4% |
| YTD | +12.4% | -54.7% | +67.1% | +16.4% |
| 1Y | +12.8% | -57.4% | +70.2% | +17.4% |
| 3Y | +47.2% | -19.6% | +66.8% | +15.2% |
| All | +97.4% | -40.6% | +138.0% | +54.1% |
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