+34.1%
D vs UUUU
+465.5%
-431.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -5.0% | +3.9% | -0.9% |
| 7D | -2.2% | -10.5% | +8.3% | -1.9% |
| 30D | -4.5% | -10.5% | +6.1% | -4.2% |
| 3M | -2.5% | -14.1% | +11.6% | -2.2% |
| 6M | +5.5% | -35.5% | +41.0% | +6.6% |
| YTD | +13.3% | -10.9% | +24.2% | +12.4% |
| 1Y | +11.8% | +3.4% | +8.5% | +9.7% |
| 3Y | +56.7% | +73.1% | -16.4% | +47.9% |
| 5Y | +4.3% | +87.1% | -82.9% | -4.1% |
| All | +34.1% | +465.5% | -431.4% | +4.7% |
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