+67.5%
BN vs UUUU
+74.5%
-7.0%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.0% |
| 7D | -5.2% | -10.5% | +5.3% | -4.0% |
| 30D | -14.5% | -10.5% | -4.0% | -13.6% |
| 3M | -15.0% | -14.1% | -0.9% | -14.0% |
| 6M | -5.4% | -35.5% | +30.1% | -2.1% |
| YTD | -16.4% | -10.9% | -5.5% | -18.1% |
| 1Y | -16.2% | +3.4% | -19.6% | -21.4% |
| 3Y | +67.5% | +73.1% | -5.6% | +32.6% |
| All | +67.5% | +74.5% | -7.0% | +32.6% |
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