+46.9%
BB vs UUUU
+74.5%
-27.6%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +2.3% |
| 7D | -0.4% | -10.5% | +10.1% | +0.9% |
| 30D | -12.5% | -10.5% | -2.0% | -11.5% |
| 3M | -17.4% | -14.1% | -3.3% | -16.4% |
| 6M | +119.1% | -35.5% | +154.6% | +126.8% |
| YTD | +102.4% | -10.9% | +113.3% | +100.7% |
| 1Y | +98.2% | +3.4% | +94.8% | +88.2% |
| 3Y | +46.9% | +73.1% | -26.2% | +16.8% |
| All | +46.9% | +74.5% | -27.6% | +16.8% |
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