+50.5%
B vs UUUU
+4.2%
+46.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -6.3% | +3.8% | -1.1% |
| 7D | -5.0% | -5.0% | 0.0% | -3.9% |
| 30D | +8.7% | -7.8% | +16.5% | +10.5% |
| 3M | +17.3% | -0.4% | +17.7% | +16.4% |
| 6M | -5.0% | -32.9% | +27.8% | +1.3% |
| YTD | +1.4% | -6.3% | +7.7% | +3.8% |
| 1Y | +50.5% | +7.9% | +42.6% | +45.1% |
| All | +50.5% | +4.2% | +46.3% | +45.1% |
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