+87.6%
BB vs UUUU
-55.1%
+142.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.8% | +7.8% | +7.1% |
| 7D | -6.8% | -14.4% | +7.6% | -4.0% |
| 30D | -3.5% | -33.6% | +30.1% | +3.8% |
| 3M | -1.2% | -44.2% | +42.9% | +9.0% |
| 6M | +57.0% | -66.8% | +123.8% | +79.9% |
| YTD | +131.1% | -50.6% | +181.8% | +158.8% |
| 1Y | +87.6% | -57.8% | +145.4% | +113.6% |
| All | +87.6% | -55.1% | +142.7% | +113.6% |
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 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