+167.3%
B vs UUUU
-16.0%
+183.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.6% | +0.5% | -2.4% |
| 7D | -6.2% | +1.4% | -7.6% | -6.5% |
| 30D | -6.6% | -27.9% | +21.3% | -0.4% |
| 3M | -7.9% | -53.8% | +46.0% | +7.0% |
| 6M | -16.8% | -68.1% | +51.3% | +2.6% |
| YTD | -11.7% | -54.1% | +42.4% | +1.3% |
| 1Y | +3.5% | -57.8% | +61.3% | +19.5% |
| All | +167.3% | -16.0% | +183.3% | +148.3% |
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