+158.8%
B vs UUUU
+132.1%
+26.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +1.0% | +1.8% | -0.8% | +0.7% |
| 30D | +9.5% | +1.8% | +7.7% | +9.0% |
| 3M | +14.3% | +1.3% | +13.1% | +13.4% |
| 6M | -1.9% | -26.8% | +24.9% | +2.0% |
| YTD | +4.1% | +0.1% | +4.0% | +2.3% |
| 1Y | +56.1% | +11.2% | +44.9% | +47.8% |
| 3Y | +202.0% | +97.7% | +104.3% | +146.8% |
| 5Y | +158.8% | +127.3% | +31.5% | +104.5% |
| All | +158.8% | +132.1% | +26.7% | +104.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling