+493.1%
BRO vs UUUU
-92.8%
+586.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | -0.1% |
| 7D | -7.3% | -10.5% | +3.2% | -7.0% |
| 30D | -6.9% | -10.5% | +3.7% | -6.6% |
| 3M | +10.7% | -14.1% | +24.8% | +11.0% |
| 6M | -2.7% | -35.5% | +32.8% | -1.8% |
| YTD | -16.3% | -10.9% | -5.4% | -17.0% |
| 1Y | -29.1% | +3.4% | -32.4% | -30.4% |
| 3Y | -7.8% | +73.1% | -81.0% | -12.5% |
| 5Y | +18.7% | +87.1% | -68.4% | +10.8% |
| 10Y | +291.9% | +463.0% | -171.2% | +240.2% |
| All | +493.1% | -92.8% | +586.0% | +429.0% |
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