+912.2%
BX vs UUUU
-89.3%
+1,001.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.2% | -3.6% |
| 7D | -5.7% | +1.8% | -7.5% | -5.8% |
| 30D | -8.9% | +1.8% | -10.7% | -9.2% |
| 3M | +8.4% | +1.3% | +7.1% | +7.7% |
| 6M | +18.9% | -26.8% | +45.7% | +21.4% |
| YTD | -13.6% | +0.1% | -13.7% | -15.8% |
| 1Y | -22.4% | +11.2% | -33.7% | -26.4% |
| 3Y | +26.0% | +97.7% | -71.7% | +8.2% |
| 5Y | +18.8% | +127.3% | -108.6% | -1.9% |
| 10Y | +668.7% | +532.6% | +136.1% | +422.5% |
| All | +912.2% | -89.3% | +1,001.5% | +592.1% |
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 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