+113.6%
C vs UUUU
-34.9%
+148.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.8% | -1.2% | +1.2% |
| 7D | -0.4% | -3.5% | +3.1% | -0.1% |
| 30D | -5.3% | -28.3% | +22.9% | -1.6% |
| 3M | -8.0% | -53.1% | +45.1% | +0.4% |
| 6M | -0.3% | -68.6% | +68.3% | +13.3% |
| YTD | +8.6% | -52.3% | +61.0% | +14.7% |
| 1Y | +25.8% | -55.8% | +81.6% | +33.5% |
| 3Y | +221.2% | -12.3% | +233.4% | +189.6% |
| 5Y | +113.6% | -36.9% | +150.4% | +87.9% |
| All | +113.6% | -34.9% | +148.4% | +87.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling