-7.8%
BRO vs UUUU
+74.5%
-82.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.3% |
| 7D | -7.3% | -10.5% | +3.2% | -7.5% |
| 30D | -6.9% | -10.5% | +3.7% | -7.0% |
| 3M | +10.7% | -14.1% | +24.8% | +10.7% |
| 6M | -2.7% | -35.5% | +32.8% | -2.6% |
| YTD | -16.3% | -10.9% | -5.4% | -16.9% |
| 1Y | -29.1% | +3.4% | -32.4% | -29.6% |
| 3Y | -7.8% | +73.1% | -81.0% | -9.7% |
| All | -7.8% | +74.5% | -82.4% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling