+53.4%
BHP vs UUUU
-55.1%
+108.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.8% | +3.4% | +2.8% |
| 7D | -2.5% | -14.4% | +11.9% | +0.9% |
| 30D | -7.7% | -33.6% | +25.9% | +0.7% |
| 3M | -6.4% | -44.2% | +37.8% | +5.6% |
| 6M | +5.2% | -66.8% | +72.0% | +30.1% |
| YTD | +38.3% | -50.6% | +88.9% | +62.8% |
| 1Y | +53.4% | -57.8% | +111.2% | +82.2% |
| All | +53.4% | -55.1% | +108.5% | +82.2% |
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