+125.3%
AS vs UUUU
-16.0%
+141.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.4% |
| 7D | -3.6% | +1.4% | -5.0% | -3.8% |
| 30D | +3.4% | -27.9% | +31.3% | +7.3% |
| 3M | -8.6% | -53.8% | +45.2% | -0.1% |
| 6M | -10.0% | -68.1% | +58.1% | +2.1% |
| YTD | -19.2% | -54.1% | +34.9% | -14.2% |
| 1Y | -3.8% | -57.8% | +54.0% | +2.7% |
| All | +125.3% | -16.0% | +141.3% | +101.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling