+114.1%
AS vs UUUU
+83.9%
+30.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.9% | -3.0% |
| 7D | -2.6% | +2.8% | -5.4% | -2.9% |
| 30D | -22.1% | +3.4% | -25.5% | -22.6% |
| 3M | -15.3% | -3.9% | -11.4% | -15.4% |
| 6M | -15.6% | -23.2% | +7.6% | -13.9% |
| YTD | -23.2% | +0.6% | -23.7% | -25.6% |
| 1Y | -21.7% | +22.9% | -44.6% | -29.2% |
| All | +114.1% | +83.9% | +30.2% | +74.5% |
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