+672.3%
AU vs UUUU
+465.5%
+206.8%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.3% |
| 7D | -4.3% | -10.5% | +6.2% | -2.6% |
| 30D | +7.3% | -10.5% | +17.8% | +9.1% |
| 3M | +26.3% | -14.1% | +40.4% | +28.9% |
| 6M | +1.8% | -35.5% | +37.2% | +7.8% |
| YTD | +26.8% | -10.9% | +37.7% | +28.1% |
| 1Y | +66.7% | +3.4% | +63.3% | +62.1% |
| 3Y | +579.1% | +73.1% | +505.9% | +487.2% |
| 5Y | +689.3% | +87.1% | +602.2% | +548.4% |
| All | +672.3% | +465.5% | +206.8% | +399.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling