+33.0%
BLK vs UUUU
+79.1%
-46.1%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.0% | +6.6% | +2.2% |
| 7D | -3.3% | -10.5% | +7.2% | -2.1% |
| 30D | -6.5% | -10.5% | +4.0% | -5.5% |
| 3M | +6.7% | -14.1% | +20.9% | +8.0% |
| 6M | +14.7% | -35.5% | +50.2% | +19.1% |
| YTD | +2.5% | -10.9% | +13.5% | +0.4% |
| 1Y | -2.8% | +3.4% | -6.1% | -8.4% |
| 3Y | +65.9% | +73.1% | -7.3% | +36.7% |
| All | +33.0% | +79.1% | -46.1% | +4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling