+39.8%
BKNG vs UUUU
+83.7%
-43.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -6.3% | +6.8% | +0.7% |
| 7D | -10.7% | -5.0% | -5.6% | -10.5% |
| 30D | -18.1% | -7.8% | -10.3% | -17.9% |
| 3M | +8.5% | -0.4% | +9.0% | +8.4% |
| 6M | -0.1% | -32.9% | +32.8% | +0.8% |
| YTD | -18.2% | -6.3% | -12.0% | -20.0% |
| 1Y | -19.9% | +7.9% | -27.8% | -23.1% |
| All | +39.8% | +83.7% | -43.8% | +22.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling