+934.0%
BE vs UUUU
+420.2%
+513.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -6.3% | +2.3% | -1.3% |
| 7D | +9.7% | -5.0% | +14.8% | +12.2% |
| 30D | +22.4% | -7.8% | +30.2% | +25.9% |
| 3M | +10.4% | -0.4% | +10.8% | +10.9% |
| 6M | +67.9% | -32.9% | +100.7% | +94.5% |
| YTD | +197.5% | -6.3% | +203.7% | +200.2% |
| 1Y | +310.6% | +7.9% | +302.6% | +276.1% |
| 3Y | +1,657.2% | +85.2% | +1,572.0% | +1,027.3% |
| 5Y | +1,218.2% | +97.0% | +1,121.2% | +659.2% |
| All | +934.0% | +420.2% | +513.7% | +190.4% |
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