+23.3%
BA vs UUUU
+370.7%
-347.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.2% |
| 7D | -1.1% | -1.1% | 0.0% | -1.1% |
| 30D | -7.1% | -21.0% | +13.9% | -4.2% |
| 3M | -25.5% | -54.8% | +29.3% | -16.7% |
| 6M | -28.7% | -67.3% | +38.6% | -16.9% |
| YTD | -21.0% | -54.7% | +33.7% | -14.9% |
| 1Y | -11.9% | -57.4% | +45.6% | -4.6% |
| 3Y | -16.2% | -19.6% | +3.5% | -25.2% |
| 5Y | -22.4% | -40.0% | +17.7% | -31.7% |
| All | +23.3% | +370.7% | -347.4% | -30.8% |
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