-9.0%
AUR vs UUUU
-55.1%
+46.1%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.8% | -3.6% | -4.1% |
| 7D | -19.8% | -14.4% | -5.4% | -15.1% |
| 30D | -29.0% | -33.6% | +4.6% | -17.9% |
| 3M | -43.6% | -44.2% | +0.6% | -30.8% |
| 6M | -36.6% | -66.8% | +30.1% | -9.0% |
| YTD | +6.3% | -50.6% | +56.9% | +33.3% |
| 1Y | -9.0% | -57.8% | +48.8% | +18.8% |
| All | -9.0% | -55.1% | +46.1% | +18.8% |
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