+7.7%
AS vs UUUU
-55.4%
+63.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +9.8% | -6.6% | +2.1% |
| 7D | +5.8% | -1.1% | +6.9% | +5.9% |
| 30D | +15.4% | -26.6% | +42.0% | +18.9% |
| 3M | -11.9% | -48.3% | +36.4% | -5.9% |
| 6M | -9.9% | -65.8% | +55.9% | 0.0% |
| YTD | -13.1% | -49.7% | +36.6% | -7.1% |
| All | +7.7% | -55.4% | +63.1% | +17.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling