+56.7%
BDX vs UUUU
+465.5%
-408.8%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.0% | +5.8% | +1.0% |
| 7D | -3.2% | -10.5% | +7.3% | -2.7% |
| 30D | -2.5% | -10.5% | +8.0% | -2.2% |
| 3M | +21.4% | -14.1% | +35.5% | +21.9% |
| 6M | +10.4% | -35.5% | +45.9% | +11.9% |
| YTD | +18.8% | -10.9% | +29.8% | +17.9% |
| 1Y | +21.7% | +3.4% | +18.3% | +19.0% |
| 3Y | -10.0% | +73.1% | -83.1% | -16.1% |
| 5Y | -1.8% | +87.1% | -88.9% | -11.1% |
| All | +56.7% | +465.5% | -408.8% | +20.3% |
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