+61.2%
D vs UUUU
+97.0%
-35.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.5% | +0.6% |
| 7D | +0.8% | +2.8% | -2.0% | +0.8% |
| 30D | -0.7% | +3.4% | -4.1% | -0.7% |
| 3M | +2.1% | -3.9% | +6.0% | +2.2% |
| 6M | +6.8% | -23.2% | +30.0% | +6.9% |
| YTD | +16.5% | +0.6% | +16.0% | +16.3% |
| 1Y | +19.2% | +22.9% | -3.7% | +18.9% |
| All | +61.2% | +97.0% | -35.8% | +57.6% |
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