+66.7%
AU vs UUUU
+3.5%
+63.2%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.9% |
| 7D | -4.3% | -10.5% | +6.2% | -1.3% |
| 30D | +7.3% | -10.5% | +17.8% | +10.5% |
| 3M | +26.3% | -14.1% | +40.4% | +30.7% |
| 6M | +1.8% | -35.5% | +37.2% | +11.2% |
| YTD | +26.8% | -10.9% | +37.7% | +35.6% |
| 1Y | +66.7% | +3.4% | +63.3% | +91.0% |
| All | +66.7% | +3.5% | +63.2% | +91.0% |
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