+8.8%
AWK vs UUUU
+83.7%
-74.9%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | -0.6% |
| 7D | -0.7% | -5.0% | +4.3% | -0.9% |
| 30D | +2.8% | -7.8% | +10.6% | +2.5% |
| 3M | +11.3% | -0.4% | +11.8% | +11.6% |
| 6M | +6.7% | -32.9% | +39.6% | +6.0% |
| YTD | +9.4% | -6.3% | +15.6% | +9.8% |
| 1Y | +3.7% | +7.9% | -4.2% | +4.8% |
| All | +8.8% | +83.7% | -74.9% | +11.6% |
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