+1,137.3%
BR vs UUUU
-91.6%
+1,229.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -5.0% | +1.8% | -6.8% | -5.1% |
| 30D | -2.5% | +1.8% | -4.3% | -2.6% |
| 3M | +13.5% | +1.3% | +12.2% | +13.1% |
| 6M | -9.4% | -26.8% | +17.4% | -8.8% |
| YTD | -23.3% | +0.1% | -23.3% | -24.4% |
| 1Y | -31.6% | +11.2% | -42.8% | -33.4% |
| 3Y | -5.1% | +97.7% | -102.8% | -11.9% |
| 5Y | +8.2% | +127.3% | -119.2% | -2.0% |
| 10Y | +189.8% | +532.6% | -342.8% | +139.5% |
| All | +1,137.3% | -91.6% | +1,229.0% | +870.8% |
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