+187.0%
BR vs UUUU
+465.5%
-278.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.0% | +4.7% | 0.0% |
| 7D | -3.0% | -10.5% | +7.5% | -2.3% |
| 30D | -0.3% | -10.5% | +10.2% | +0.3% |
| 3M | +17.3% | -14.1% | +31.4% | +18.0% |
| 6M | -6.7% | -35.5% | +28.8% | -5.0% |
| YTD | -23.4% | -10.9% | -12.5% | -24.8% |
| 1Y | -32.7% | +3.4% | -36.0% | -35.4% |
| 3Y | -5.9% | +73.1% | -79.0% | -16.4% |
| 5Y | +8.4% | +87.1% | -78.7% | -7.5% |
| All | +187.0% | +465.5% | -278.5% | +104.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling