+980.4%
BLK vs UUUU
-92.5%
+1,072.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.3% | +5.4% | -0.5% |
| 7D | -5.2% | -5.0% | -0.2% | -4.8% |
| 30D | -7.0% | -7.8% | +0.7% | -6.6% |
| 3M | +5.7% | -0.4% | +6.1% | +5.3% |
| 6M | +11.0% | -32.9% | +43.9% | +13.2% |
| YTD | +0.9% | -6.3% | +7.1% | -0.3% |
| 1Y | -1.6% | +7.9% | -9.5% | -4.6% |
| 3Y | +64.5% | +85.2% | -20.7% | +49.5% |
| 5Y | +30.9% | +97.0% | -66.1% | +15.8% |
| 10Y | +275.1% | +492.6% | -217.5% | +190.7% |
| All | +980.4% | -92.5% | +1,072.8% | +729.5% |
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