+207.2%
C vs UUUU
+377.1%
-170.0%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.6% | +3.5% | +0.4% |
| 7D | +4.7% | +1.4% | +3.4% | +4.4% |
| 30D | +0.2% | -27.9% | +28.1% | +4.4% |
| 3M | -9.3% | -53.8% | +44.5% | 0.0% |
| 6M | -0.8% | -68.1% | +67.3% | +14.0% |
| YTD | +8.5% | -54.1% | +62.6% | +15.9% |
| 1Y | +23.1% | -57.8% | +80.9% | +32.3% |
| 3Y | +220.8% | -15.4% | +236.2% | +191.5% |
| 5Y | +112.4% | -39.2% | +151.6% | +91.1% |
| All | +207.2% | +377.1% | -170.0% | +69.7% |
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 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