+8.0%
COMP vs UUUU
-56.4%
+64.4%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | -0.1% | +2.0% |
| 7D | +2.2% | -3.5% | +5.7% | +3.2% |
| 30D | +16.3% | -28.3% | +44.6% | +25.8% |
| 3M | -19.1% | -53.1% | +34.0% | -3.3% |
| 6M | +17.1% | -68.6% | +85.7% | +53.3% |
| YTD | -2.9% | -52.3% | +49.4% | +19.5% |
| All | +8.0% | -56.4% | +64.4% | +33.8% |
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