+319.1%
DELL vs UUUU
+27.9%
+291.1%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.7% | +1.4% |
| 7D | +14.9% | -1.4% | +16.2% | +15.0% |
| 30D | +13.3% | +16.3% | -3.0% | +11.8% |
| 3M | +24.4% | -16.7% | +41.1% | +23.9% |
| 6M | +258.0% | -33.7% | +291.7% | +255.8% |
| YTD | +320.2% | -0.5% | +320.7% | +310.1% |
| 1Y | +319.1% | +28.9% | +290.2% | +341.6% |
| All | +319.1% | +27.9% | +291.1% | +341.6% |
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 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