+7.2%
BAH vs UUUU
-40.6%
+47.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.1% | -0.2% |
| 7D | +1.7% | -1.1% | +2.8% | +1.7% |
| 30D | +20.8% | -21.0% | +41.8% | +21.4% |
| 3M | +11.6% | -54.8% | +66.4% | +13.6% |
| 6M | +23.1% | -67.3% | +90.4% | +26.4% |
| YTD | +5.3% | -54.7% | +59.9% | +5.9% |
| 1Y | +6.1% | -57.4% | +63.6% | +6.9% |
| 3Y | -27.5% | -19.6% | -7.9% | -30.5% |
| All | +7.2% | -40.6% | +47.8% | -2.3% |
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