+26.6%
BA vs UUUU
+399.3%
-372.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.8% | +8.4% | +1.8% |
| 7D | 0.0% | -6.9% | +6.9% | +1.0% |
| 30D | -8.9% | -32.3% | +23.4% | -3.8% |
| 3M | -25.5% | -52.8% | +27.3% | -17.2% |
| 6M | -27.0% | -68.5% | +41.5% | -14.4% |
| YTD | -20.1% | -53.6% | +33.5% | -14.3% |
| 1Y | -11.0% | -59.1% | +48.1% | -3.1% |
| 3Y | -11.8% | -14.7% | +2.9% | -22.1% |
| 5Y | -20.6% | -35.4% | +14.8% | -30.9% |
| 10Y | +26.6% | +378.0% | -351.4% | -29.1% |
| All | +26.6% | +399.3% | -372.6% | -29.1% |
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 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