+96.9%
AU vs UUUU
+27.9%
+69.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.2% | -2.6% |
| 7D | -3.6% | -1.4% | -2.3% | -3.3% |
| 30D | +23.9% | +16.3% | +7.6% | +18.8% |
| 3M | +19.1% | -16.7% | +35.8% | +23.6% |
| 6M | -0.2% | -33.7% | +33.5% | +7.4% |
| YTD | +32.5% | -0.5% | +32.9% | +37.6% |
| 1Y | +96.9% | +28.9% | +68.1% | +117.1% |
| All | +96.9% | +27.9% | +69.0% | +117.1% |
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