+35.4%
DD vs UUUU
-55.1%
+90.5%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.7% |
| 7D | +8.7% | -14.4% | +23.1% | +10.3% |
| 30D | +15.3% | -33.6% | +49.0% | +19.8% |
| 3M | +5.9% | -44.2% | +50.1% | +11.6% |
| 6M | +11.6% | -66.8% | +78.4% | +22.0% |
| YTD | +26.5% | -50.6% | +77.2% | +33.5% |
| 1Y | +35.4% | -57.8% | +93.2% | +43.2% |
| All | +35.4% | -55.1% | +90.5% | +43.2% |
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