+46.0%
DGX vs UUUU
-55.1%
+101.2%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.5% |
| 7D | +4.1% | -14.4% | +18.5% | +3.8% |
| 30D | +10.5% | -33.6% | +44.2% | +9.7% |
| 3M | +9.8% | -44.2% | +54.0% | +8.9% |
| 6M | +34.6% | -66.8% | +101.3% | +33.1% |
| YTD | +49.8% | -50.6% | +100.4% | +47.3% |
| 1Y | +46.0% | -57.8% | +103.8% | +43.8% |
| All | +46.0% | -55.1% | +101.2% | +43.8% |
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