+207.0%
C vs UUUU
+370.7%
-163.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | +4.2% | -1.1% | +5.2% | +4.2% |
| 30D | +2.0% | -21.0% | +23.0% | +5.1% |
| 3M | -10.1% | -54.8% | +44.7% | -0.6% |
| 6M | +1.0% | -67.3% | +68.3% | +15.7% |
| YTD | +8.5% | -54.7% | +63.1% | +16.1% |
| 1Y | +25.7% | -57.4% | +83.2% | +35.0% |
| 3Y | +216.0% | -19.6% | +235.6% | +189.3% |
| 5Y | +112.3% | -40.0% | +152.3% | +91.3% |
| All | +207.0% | +370.7% | -163.7% | +70.0% |
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 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