+246.5%
BBY vs UUUU
+465.5%
-219.0%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.0% | +8.1% | +3.5% |
| 7D | +0.6% | -10.5% | +11.1% | +1.6% |
| 30D | +9.4% | -10.5% | +19.9% | +10.3% |
| 3M | +19.3% | -14.1% | +33.5% | +20.4% |
| 6M | +47.9% | -35.5% | +83.4% | +51.9% |
| YTD | +39.6% | -10.9% | +50.5% | +36.3% |
| 1Y | +22.2% | +3.4% | +18.8% | +15.6% |
| 3Y | +45.0% | +73.1% | -28.2% | +23.2% |
| 5Y | +2.6% | +87.1% | -84.6% | -17.3% |
| All | +246.5% | +465.5% | -219.0% | +113.4% |
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