+134.9%
AS vs UUUU
-16.2%
+151.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | +0.4% |
| 7D | +6.9% | -13.6% | +20.6% | +8.8% |
| 30D | +16.0% | -35.1% | +51.1% | +21.9% |
| 3M | -12.8% | -48.4% | +35.5% | -6.1% |
| 6M | -15.4% | -71.7% | +56.3% | -2.5% |
| YTD | -15.7% | -54.2% | +38.5% | -10.5% |
| 1Y | +6.1% | -56.0% | +62.0% | +12.6% |
| All | +134.9% | -16.2% | +151.1% | +109.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling