+9.8%
BAX vs UUUU
+27.9%
-18.2%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +1.0% |
| 7D | -1.1% | -1.4% | +0.2% | -1.1% |
| 30D | -5.5% | +16.3% | -21.8% | -5.7% |
| 3M | +33.5% | -16.7% | +50.2% | +33.4% |
| 6M | +35.9% | -33.7% | +69.5% | +34.8% |
| YTD | +35.4% | -0.5% | +35.8% | +36.7% |
| 1Y | +9.8% | +28.9% | -19.1% | +15.5% |
| All | +9.8% | +27.9% | -18.2% | +15.5% |
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 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