-8.6%
BN vs UUUU
+27.9%
-36.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.3% |
| 7D | -2.5% | -1.4% | -1.1% | -2.4% |
| 30D | -9.5% | +16.3% | -25.8% | -10.7% |
| 3M | -10.4% | -16.7% | +6.3% | -9.5% |
| 6M | -6.4% | -33.7% | +27.3% | -4.7% |
| YTD | -11.9% | -0.5% | -11.4% | -13.1% |
| 1Y | -8.6% | +28.9% | -37.5% | -11.0% |
| All | -8.6% | +27.9% | -36.6% | -11.0% |
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