-33.4%
BAX vs UUUU
+96.1%
-129.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.9% |
| 7D | -5.1% | +1.8% | -6.9% | -5.2% |
| 30D | -12.2% | +1.8% | -14.0% | -12.3% |
| 3M | +21.8% | +1.3% | +20.6% | +21.4% |
| 6M | +36.3% | -26.8% | +63.1% | +36.7% |
| YTD | +27.8% | +0.1% | +27.7% | +26.9% |
| 1Y | -0.1% | +11.2% | -11.3% | -2.0% |
| All | -33.4% | +96.1% | -129.5% | -38.0% |
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