+137.8%
AS vs UUUU
-15.2%
+153.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -7.8% | +5.9% | -0.9% |
| 7D | +4.5% | -6.9% | +11.4% | +5.3% |
| 30D | +13.2% | -32.3% | +45.5% | +18.4% |
| 3M | -11.9% | -52.8% | +40.9% | -4.0% |
| 6M | -11.6% | -68.5% | +56.9% | +0.5% |
| YTD | -14.7% | -53.6% | +38.9% | -9.6% |
| 1Y | +5.7% | -59.1% | +64.8% | +13.3% |
| All | +137.8% | -15.2% | +153.0% | +112.1% |
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 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