-21.7%
AS vs UUUU
+25.8%
-47.5%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.0% | -3.9% | -2.9% |
| 7D | -2.6% | +2.8% | -5.4% | -2.8% |
| 30D | -22.1% | +3.4% | -25.5% | -22.4% |
| 3M | -15.3% | -3.9% | -11.4% | -15.3% |
| 6M | -15.6% | -23.2% | +7.6% | -14.6% |
| YTD | -23.2% | +0.6% | -23.7% | -22.7% |
| 1Y | -21.7% | +22.9% | -44.6% | -21.9% |
| All | -21.7% | +25.8% | -47.5% | -21.9% |
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 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