+224.1%
BA vs UUUU
-92.0%
+316.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.8% |
| 7D | +1.2% | -1.4% | +2.5% | +1.3% |
| 30D | -11.6% | +16.3% | -28.0% | -12.9% |
| 3M | -2.4% | -16.7% | +14.3% | -1.3% |
| 6M | -6.6% | -33.7% | +27.0% | -4.2% |
| YTD | -2.2% | -0.5% | -1.8% | -4.0% |
| 1Y | -8.0% | +28.9% | -36.9% | -12.8% |
| 3Y | -5.0% | +99.9% | -104.9% | -16.0% |
| 5Y | -2.7% | +135.3% | -138.0% | -17.2% |
| 10Y | +75.9% | +518.4% | -442.5% | +31.2% |
| All | +224.1% | -92.0% | +316.1% | +139.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling