+166.5%
BA vs UUUU
-96.2%
+262.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.8% | -2.1% | +0.4% |
| 7D | -1.4% | -3.5% | +2.1% | -1.2% |
| 30D | -7.9% | -28.3% | +20.4% | -5.5% |
| 3M | -25.2% | -53.1% | +27.9% | -20.6% |
| 6M | -26.7% | -68.6% | +41.8% | -19.9% |
| YTD | -19.6% | -52.3% | +32.7% | -16.3% |
| 1Y | -10.6% | -55.8% | +45.2% | -6.6% |
| 3Y | -11.2% | -12.3% | +1.0% | -16.0% |
| 5Y | -20.4% | -36.9% | +16.4% | -24.6% |
| 10Y | +26.8% | +388.0% | -361.3% | -1.9% |
| All | +166.5% | -96.2% | +262.7% | +108.6% |
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