+25.7%
C vs UUUU
-58.2%
+84.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +4.6% |
| 3M | -10.1% | -54.8% | +44.7% | -2.4% |
| 6M | +1.0% | -67.3% | +68.3% | +12.1% |
| YTD | +8.5% | -54.7% | +63.1% | +14.3% |
| 1Y | +25.7% | -57.4% | +83.2% | +32.9% |
| All | +25.7% | -58.2% | +84.0% | +32.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling