+18.0%
BLK vs UUUU
-55.1%
+73.1%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.8% | +6.3% | +5.5% |
| 7D | +5.7% | -14.4% | +20.2% | +7.1% |
| 30D | +14.8% | -33.6% | +48.4% | +18.6% |
| 3M | +8.8% | -44.2% | +53.0% | +13.8% |
| 6M | +17.6% | -66.8% | +84.4% | +27.6% |
| YTD | +16.3% | -50.6% | +66.9% | +20.6% |
| 1Y | +18.0% | -57.8% | +75.8% | +23.7% |
| All | +18.0% | -55.1% | +73.1% | +23.7% |
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