+874.4%
BAH vs UUUU
-52.1%
+926.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -2.0% | -1.0% |
| 7D | -4.3% | +2.8% | -7.2% | -4.5% |
| 30D | -4.5% | +3.4% | -7.9% | -4.7% |
| 3M | -7.6% | -3.9% | -3.7% | -7.7% |
| 6M | -10.6% | -23.2% | +12.6% | -10.2% |
| YTD | -12.6% | +0.6% | -13.1% | -13.8% |
| 1Y | -27.0% | +22.9% | -49.8% | -29.4% |
| 3Y | -31.5% | +98.6% | -130.1% | -36.8% |
| 5Y | -3.8% | +130.2% | -134.1% | -14.2% |
| 10Y | +183.9% | +519.5% | -335.6% | +122.8% |
| All | +874.4% | -52.1% | +926.4% | +697.4% |
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