+1,008.9%
BE vs UUUU
+458.0%
+550.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +1.0% | +8.6% | +9.2% |
| 7D | +29.8% | +2.8% | +27.0% | +28.4% |
| 30D | +26.4% | +3.4% | +23.0% | +23.9% |
| 3M | +9.3% | -3.9% | +13.2% | +11.3% |
| 6M | +105.1% | -23.2% | +128.2% | +124.9% |
| YTD | +219.0% | +0.6% | +218.5% | +212.5% |
| 1Y | +418.8% | +22.9% | +395.9% | +348.8% |
| 3Y | +1,784.6% | +98.6% | +1,685.9% | +1,073.8% |
| 5Y | +1,251.0% | +130.2% | +1,120.7% | +628.6% |
| All | +1,008.9% | +458.0% | +550.9% | +202.4% |
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 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