+123.4%
AS vs UUUU
-17.1%
+140.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.7% |
| 7D | -4.9% | -1.1% | -3.8% | -4.8% |
| 30D | +3.9% | -21.0% | +24.9% | +6.6% |
| 3M | -9.6% | -54.8% | +45.2% | -1.0% |
| 6M | -8.7% | -67.3% | +58.7% | +3.4% |
| YTD | -19.8% | -54.7% | +34.8% | -14.8% |
| 1Y | -1.5% | -57.4% | +55.9% | +4.9% |
| All | +123.4% | -17.1% | +140.5% | +99.9% |
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