+27.5%
BAC vs UUUU
+4.2%
+23.3%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -6.3% | +6.1% | 0.0% |
| 7D | -0.3% | -5.0% | +4.8% | -0.1% |
| 30D | -1.8% | -7.8% | +6.0% | -1.6% |
| 3M | +15.3% | -0.4% | +15.7% | +15.0% |
| 6M | +30.2% | -32.9% | +63.1% | +31.2% |
| YTD | +15.6% | -6.3% | +21.8% | +14.4% |
| 1Y | +27.5% | +7.9% | +19.5% | +26.7% |
| All | +27.5% | +4.2% | +23.3% | +26.7% |
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