-0.8%
BB vs UUUU
+495.2%
-496.0%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -6.3% | +3.6% | -1.5% |
| 7D | -2.1% | -5.0% | +2.9% | -1.1% |
| 30D | -16.0% | -7.8% | -8.3% | -14.9% |
| 3M | -14.5% | -0.4% | -14.1% | -14.9% |
| 6M | +118.6% | -32.9% | +151.4% | +131.4% |
| YTD | +98.9% | -6.3% | +105.2% | +92.8% |
| 1Y | +99.5% | +7.9% | +91.6% | +81.5% |
| 3Y | +65.4% | +85.2% | -19.8% | +24.2% |
| 5Y | -27.6% | +97.0% | -124.6% | -49.1% |
| All | -0.8% | +495.2% | -496.0% | -45.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling