+556.0%
DG vs UUUU
+12.5%
+543.5%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -5.0% | -4.0% |
| 7D | -2.5% | +2.8% | -5.3% | -2.6% |
| 30D | +1.0% | +3.4% | -2.4% | +0.8% |
| 3M | +20.3% | -3.9% | +24.2% | +20.2% |
| 6M | -11.7% | -23.2% | +11.4% | -11.3% |
| YTD | -2.3% | +0.6% | -2.9% | -3.2% |
| 1Y | +20.0% | +22.9% | -2.9% | +17.5% |
| 3Y | +7.2% | +98.6% | -91.4% | +1.7% |
| 5Y | -37.9% | +130.2% | -168.2% | -42.4% |
| 10Y | +107.3% | +519.5% | -412.2% | +78.7% |
| All | +556.0% | +12.5% | +543.5% | +459.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling