+145.6%
AR vs UUUU
+125.2%
+20.3%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -1.2% | +1.8% | -3.0% | -1.5% |
| 30D | +5.5% | +1.8% | +3.7% | +4.9% |
| 3M | +12.9% | +1.3% | +11.6% | +11.3% |
| 6M | +0.1% | -26.8% | +26.9% | +2.2% |
| YTD | +13.5% | +0.1% | +13.5% | +5.5% |
| 1Y | +21.6% | +11.2% | +10.3% | +4.9% |
| 3Y | +46.0% | +97.7% | -51.7% | -2.0% |
| All | +145.6% | +125.2% | +20.3% | +46.1% |
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