-24.5%
BRO vs UUUU
+27.9%
-52.4%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -1.5% |
| 7D | -2.6% | -1.4% | -1.2% | -2.6% |
| 30D | +0.9% | +16.3% | -15.4% | +1.8% |
| 3M | +24.8% | -16.7% | +41.5% | +24.8% |
| 6M | -0.1% | -33.7% | +33.6% | -0.3% |
| YTD | -9.7% | -0.5% | -9.2% | -9.8% |
| 1Y | -24.5% | +28.9% | -53.3% | -17.1% |
| All | -24.5% | +27.9% | -52.4% | -17.1% |
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 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