+234.8%
BBY vs UUUU
-92.5%
+327.3%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.4% |
| 7D | +0.7% | -5.0% | +5.7% | +1.0% |
| 30D | +5.8% | -7.8% | +13.6% | +6.1% |
| 3M | +18.0% | -0.4% | +18.4% | +17.7% |
| 6M | +39.8% | -32.9% | +72.7% | +41.8% |
| YTD | +35.4% | -6.3% | +41.7% | +33.6% |
| 1Y | +21.4% | +7.9% | +13.5% | +17.8% |
| 3Y | +39.5% | +85.2% | -45.7% | +28.1% |
| 5Y | -0.5% | +97.0% | -97.5% | -10.7% |
| 10Y | +240.0% | +492.6% | -252.6% | +174.4% |
| All | +234.8% | -92.5% | +327.3% | +152.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling