+74.6%
BA vs UUUU
+524.5%
-449.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -2.0% |
| 7D | -1.2% | +1.8% | -3.0% | -1.4% |
| 30D | -11.3% | +1.8% | -13.1% | -11.8% |
| 3M | -3.8% | +1.3% | -5.0% | -4.6% |
| 6M | -8.3% | -26.8% | +18.5% | -5.5% |
| YTD | -4.9% | +0.1% | -5.0% | -8.5% |
| 1Y | -10.1% | +11.2% | -21.3% | -17.3% |
| 3Y | -2.3% | +97.7% | -100.0% | -23.6% |
| 5Y | -3.5% | +127.3% | -130.9% | -30.7% |
| 10Y | +74.6% | +532.6% | -458.1% | -8.4% |
| All | +74.6% | +524.5% | -449.9% | -8.4% |
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