+360.5%
BE vs UUUU
+27.9%
+332.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.8% | +6.5% | +6.9% |
| 7D | +20.0% | -1.4% | +21.3% | +20.7% |
| 30D | +7.9% | +16.3% | -8.4% | -1.8% |
| 3M | -13.2% | -16.7% | +3.5% | -6.5% |
| 6M | +53.5% | -33.7% | +87.1% | +78.4% |
| YTD | +191.0% | -0.5% | +191.5% | +192.4% |
| 1Y | +360.5% | +28.9% | +331.7% | +574.1% |
| All | +360.5% | +27.9% | +332.6% | +574.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling