+269.3%
C vs UUUU
+99.2%
+170.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.0% | -1.7% | -0.8% |
| 7D | +3.2% | +2.8% | +0.4% | +2.9% |
| 30D | +1.3% | +3.4% | -2.1% | +0.8% |
| 3M | +3.1% | -3.9% | +7.0% | +2.9% |
| 6M | +29.6% | -23.2% | +52.8% | +31.0% |
| YTD | +19.0% | +0.6% | +18.4% | +16.2% |
| 1Y | +45.6% | +22.9% | +22.8% | +37.8% |
| 3Y | +269.3% | +98.6% | +170.6% | +215.3% |
| All | +269.3% | +99.2% | +170.1% | +215.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling