+94.8%
AUR vs UUUU
+74.5%
+20.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +3.1% |
| 7D | +1.4% | -10.5% | +11.9% | +4.7% |
| 30D | -6.4% | -10.5% | +4.1% | -3.6% |
| 3M | +7.7% | -14.1% | +21.8% | +11.9% |
| 6M | +44.5% | -35.5% | +80.0% | +61.5% |
| YTD | +67.4% | -10.9% | +78.4% | +67.3% |
| 1Y | +15.4% | +3.4% | +12.1% | +5.1% |
| 3Y | +94.8% | +73.1% | +21.7% | +28.4% |
| All | +94.8% | +74.5% | +20.3% | +28.4% |
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 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