+38.3%
DD vs UUUU
+27.9%
+10.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | +0.3% |
| 7D | -3.5% | -1.4% | -2.1% | -3.4% |
| 30D | -10.3% | +16.3% | -26.6% | -11.2% |
| 3M | -7.5% | -16.7% | +9.2% | -7.0% |
| 6M | -8.0% | -33.7% | +25.6% | -7.4% |
| YTD | +10.5% | -0.5% | +11.0% | +11.4% |
| 1Y | +38.3% | +28.9% | +9.4% | +42.0% |
| All | +38.3% | +27.9% | +10.3% | +42.0% |
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