+49.1%
D vs UUUU
+370.7%
-321.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.6% | +0.3% |
| 7D | -1.4% | -1.1% | -0.3% | -1.4% |
| 30D | +7.7% | -21.0% | +28.7% | +8.5% |
| 3M | -0.3% | -54.8% | +54.5% | +2.3% |
| 6M | +10.1% | -67.3% | +77.4% | +13.9% |
| YTD | +19.1% | -54.7% | +73.7% | +20.7% |
| 1Y | +15.9% | -57.4% | +73.3% | +17.6% |
| 3Y | +75.0% | -19.6% | +94.6% | +69.3% |
| 5Y | +13.4% | -40.0% | +53.4% | +8.8% |
| All | +49.1% | +370.7% | -321.6% | +18.8% |
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 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