+292.4%
C vs UUUU
+465.5%
-173.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.0% | +5.2% | +0.9% |
| 7D | +0.8% | -10.5% | +11.3% | +2.2% |
| 30D | +0.9% | -10.5% | +11.4% | +2.1% |
| 3M | +1.1% | -14.1% | +15.2% | +2.4% |
| 6M | +28.4% | -35.5% | +63.9% | +33.7% |
| YTD | +20.8% | -10.9% | +31.7% | +18.4% |
| 1Y | +43.4% | +3.4% | +40.1% | +35.0% |
| 3Y | +274.9% | +73.1% | +201.8% | +210.3% |
| 5Y | +136.7% | +87.1% | +49.5% | +81.6% |
| All | +292.4% | +465.5% | -173.1% | +108.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling