+636.7%
DELL vs UUUU
+83.7%
+553.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -6.3% | +1.0% | -4.3% |
| 7D | -1.9% | -5.0% | +3.1% | -1.1% |
| 30D | +14.9% | -7.8% | +22.7% | +16.2% |
| 3M | +37.2% | -0.4% | +37.7% | +36.7% |
| 6M | +254.0% | -32.9% | +286.9% | +267.7% |
| YTD | +306.1% | -6.3% | +312.4% | +287.9% |
| 1Y | +312.3% | +7.9% | +304.4% | +265.6% |
| All | +636.7% | +83.7% | +553.0% | +409.0% |
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 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