+95.6%
DG vs UUUU
+495.2%
-399.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.3% | +5.1% | -0.9% |
| 7D | -6.3% | -5.0% | -1.3% | -6.1% |
| 30D | +2.4% | -7.8% | +10.2% | +2.8% |
| 3M | +12.4% | -0.4% | +12.9% | +12.1% |
| 6M | -14.9% | -32.9% | +18.0% | -13.7% |
| YTD | -6.1% | -6.3% | +0.2% | -7.1% |
| 1Y | +17.9% | +7.9% | +9.9% | +14.8% |
| 3Y | +3.1% | +85.2% | -82.0% | -4.9% |
| 5Y | -38.7% | +97.0% | -135.6% | -45.3% |
| All | +95.6% | +495.2% | -399.6% | +46.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling