+136.4%
BAC vs UUUU
+96.1%
+40.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.5% |
| 7D | +0.6% | +1.8% | -1.2% | +0.5% |
| 30D | -1.4% | +1.8% | -3.2% | -1.5% |
| 3M | +15.7% | +1.3% | +14.5% | +15.3% |
| 6M | +32.2% | -26.8% | +59.0% | +33.4% |
| YTD | +15.8% | +0.1% | +15.7% | +13.8% |
| 1Y | +27.3% | +11.2% | +16.0% | +23.1% |
| All | +136.4% | +96.1% | +40.4% | +113.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling