+505.8%
BNY vs UUUU
-92.5%
+598.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -6.3% | +6.4% | +0.5% |
| 7D | -1.1% | -5.0% | +4.0% | -0.7% |
| 30D | +1.4% | -7.8% | +9.2% | +1.9% |
| 3M | +16.8% | -0.4% | +17.2% | +16.3% |
| 6M | +42.0% | -32.9% | +74.9% | +44.6% |
| YTD | +41.9% | -6.3% | +48.2% | +39.8% |
| 1Y | +59.2% | +7.9% | +51.3% | +53.6% |
| 3Y | +290.9% | +85.2% | +205.7% | +252.4% |
| 5Y | +259.0% | +97.0% | +162.1% | +213.4% |
| 10Y | +413.0% | +492.6% | -79.6% | +284.5% |
| All | +505.8% | -92.5% | +598.2% | +337.1% |
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