+19.7%
BROS vs UUUU
+72.7%
-53.0%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.0% | +6.0% | +2.0% |
| 7D | -5.8% | -10.5% | +4.8% | -3.9% |
| 30D | -14.0% | -10.5% | -3.5% | -12.4% |
| 3M | -32.5% | -14.1% | -18.4% | -31.2% |
| 6M | -14.9% | -35.5% | +20.6% | -10.0% |
| YTD | -28.3% | -10.9% | -17.4% | -30.7% |
| 1Y | -34.0% | +3.4% | -37.3% | -40.7% |
| 3Y | +63.0% | +73.1% | -10.2% | +17.1% |
| All | +19.7% | +72.7% | -53.0% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling