+8.5%
BR vs UUUU
+88.5%
-80.0%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.3% | +6.4% | +0.4% |
| 7D | -6.0% | -5.0% | -0.9% | -5.7% |
| 30D | -0.9% | -7.8% | +6.9% | -0.6% |
| 3M | +16.4% | -0.4% | +16.8% | +16.0% |
| 6M | -8.2% | -32.9% | +24.7% | -7.0% |
| YTD | -23.2% | -6.3% | -17.0% | -24.9% |
| 1Y | -30.9% | +7.9% | -38.8% | -34.2% |
| 3Y | -5.0% | +85.2% | -90.2% | -17.0% |
| All | +8.5% | +88.5% | -80.0% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling