+61.2%
BROS vs UUUU
+83.7%
-22.4%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.3% | +2.9% | -2.8% |
| 7D | -6.1% | -5.0% | -1.0% | -5.6% |
| 30D | -12.4% | -7.8% | -4.6% | -11.8% |
| 3M | -27.9% | -0.4% | -27.5% | -28.1% |
| 6M | -16.8% | -32.9% | +16.1% | -14.6% |
| YTD | -29.0% | -6.3% | -22.8% | -29.9% |
| 1Y | -33.2% | +7.9% | -41.1% | -36.1% |
| All | +61.2% | +83.7% | -22.4% | +35.8% |
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 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