+76.0%
D vs UUUU
-12.8%
+88.9%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.8% | -3.3% | -0.4% |
| 7D | -2.4% | -3.5% | +1.1% | -2.4% |
| 30D | +9.0% | -28.3% | +37.2% | +8.9% |
| 3M | +1.0% | -53.1% | +54.1% | +0.8% |
| 6M | +11.0% | -68.6% | +79.5% | +10.9% |
| YTD | +19.8% | -52.3% | +72.1% | +19.5% |
| 1Y | +16.0% | -55.8% | +71.8% | +15.7% |
| All | +76.0% | -12.8% | +88.9% | +73.6% |
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