+20.5%
BMY vs UUUU
+74.5%
-54.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.2% |
| 7D | -4.8% | -10.5% | +5.7% | -4.8% |
| 30D | -0.1% | -10.5% | +10.4% | -0.2% |
| 3M | +13.1% | -14.1% | +27.2% | +13.0% |
| 6M | +8.4% | -35.5% | +43.9% | +8.1% |
| YTD | +22.0% | -10.9% | +32.9% | +21.9% |
| 1Y | +40.3% | +3.4% | +36.9% | +40.4% |
| 3Y | +20.5% | +73.1% | -52.6% | +20.4% |
| All | +20.5% | +74.5% | -54.0% | +20.4% |
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