-3.5%
BRO vs UUUU
-61.1%
+57.6%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -8.2% | +8.9% | -0.1% |
| 7D | +9.9% | -19.9% | +29.8% | +7.9% |
| 30D | +22.3% | -41.5% | +63.8% | +17.6% |
| 3M | +5.3% | -47.0% | +52.4% | +0.8% |
| 6M | +30.3% | -68.7% | +99.0% | +22.3% |
| YTD | -5.7% | -54.7% | +48.9% | -9.6% |
| 1Y | -3.5% | -59.3% | +55.9% | -7.7% |
| All | -3.5% | -61.1% | +57.6% | -7.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling