+579.1%
AU vs UUUU
+74.5%
+504.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +1.6% |
| 7D | -4.3% | -10.5% | +6.2% | -2.0% |
| 30D | +7.3% | -10.5% | +17.8% | +9.8% |
| 3M | +26.3% | -14.1% | +40.4% | +29.8% |
| 6M | +1.8% | -35.5% | +37.2% | +9.5% |
| YTD | +26.8% | -10.9% | +37.7% | +30.2% |
| 1Y | +66.7% | +3.4% | +63.3% | +63.7% |
| 3Y | +579.1% | +73.1% | +505.9% | +456.3% |
| All | +579.1% | +74.5% | +504.5% | +456.3% |
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