-9.3%
BA vs UUUU
+11.2%
-20.5%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -2.0% |
| 7D | -1.2% | +1.8% | -3.0% | -1.3% |
| 30D | -11.3% | +1.8% | -13.1% | -11.6% |
| 3M | -3.8% | +1.3% | -5.0% | -4.4% |
| 6M | -8.3% | -26.8% | +18.5% | -7.2% |
| YTD | -4.9% | +0.1% | -5.0% | -5.9% |
| All | -9.3% | +11.2% | -20.5% | -13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling