+1.6%
BAH vs UUUU
+88.5%
-87.0%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -6.3% | +11.1% | +5.0% |
| 7D | +2.4% | -5.0% | +7.5% | +2.5% |
| 30D | -2.9% | -7.8% | +4.8% | -2.8% |
| 3M | -1.3% | -0.4% | -0.9% | -1.5% |
| 6M | -0.9% | -32.9% | +32.0% | -0.2% |
| YTD | -8.2% | -6.3% | -2.0% | -9.1% |
| 1Y | -24.0% | +7.9% | -31.9% | -25.6% |
| 3Y | -28.1% | +85.2% | -113.3% | -32.6% |
| All | +1.6% | +88.5% | -87.0% | -7.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling