+629.3%
BN vs UUUU
-91.9%
+721.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.0% | -3.6% | -2.7% |
| 7D | -1.2% | +2.8% | -4.0% | -1.4% |
| 30D | -10.9% | +3.4% | -14.3% | -11.3% |
| 3M | -11.1% | -3.9% | -7.2% | -11.2% |
| 6M | -4.4% | -23.2% | +18.8% | -3.2% |
| YTD | -14.1% | +0.6% | -14.7% | -15.9% |
| 1Y | -11.1% | +22.9% | -33.9% | -15.5% |
| 3Y | +75.6% | +98.6% | -23.1% | +55.4% |
| 5Y | +35.8% | +130.2% | -94.4% | +15.8% |
| 10Y | +261.6% | +519.5% | -257.9% | +165.2% |
| All | +629.3% | -91.9% | +721.2% | +419.7% |
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