+199.9%
B vs UUUU
+495.2%
-295.3%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -1.7% |
| 7D | -5.0% | -5.0% | 0.0% | -4.4% |
| 30D | +8.7% | -7.8% | +16.5% | +9.7% |
| 3M | +17.3% | -0.4% | +17.7% | +16.9% |
| 6M | -5.0% | -32.9% | +27.8% | -1.1% |
| YTD | +1.4% | -6.3% | +7.7% | +1.0% |
| 1Y | +50.5% | +7.9% | +42.6% | +45.6% |
| 3Y | +194.4% | +85.2% | +109.2% | +158.4% |
| 5Y | +156.7% | +97.0% | +59.7% | +116.7% |
| All | +199.9% | +495.2% | -295.3% | +110.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling