+102.6%
BB vs UUUU
+27.9%
+74.7%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.1% |
| 7D | -5.6% | -1.4% | -4.3% | -5.5% |
| 30D | -11.8% | +16.3% | -28.1% | -13.2% |
| 3M | -25.5% | -16.7% | -8.8% | -25.2% |
| 6M | +121.3% | -33.7% | +154.9% | +122.8% |
| YTD | +103.2% | -0.5% | +103.6% | +104.2% |
| 1Y | +102.6% | +28.9% | +73.8% | +112.7% |
| All | +102.6% | +27.9% | +74.7% | +112.7% |
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