-30.5%
BBWI vs UUUU
+3.5%
-34.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-11 to 2026-09-11.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -5.0% | +11.4% | +6.8% |
| 7D | -4.8% | -10.5% | +5.7% | -4.0% |
| 30D | +3.5% | -10.5% | +14.0% | +4.1% |
| 3M | -0.3% | -14.1% | +13.8% | +0.3% |
| 6M | -5.4% | -35.5% | +30.1% | -2.5% |
| YTD | -4.7% | -10.9% | +6.2% | -8.3% |
| 1Y | -30.5% | +3.4% | -33.8% | -31.7% |
| All | -30.5% | +3.5% | -34.0% | -31.7% |
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 2025-09-11 to 2026-09-11: 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…
2025-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling