+248.1%
DGX vs UUUU
+465.5%
-217.4%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +1.9% |
| 7D | -0.9% | -10.5% | +9.6% | -0.5% |
| 30D | -1.2% | -10.5% | +9.3% | -0.8% |
| 3M | +15.8% | -14.1% | +29.9% | +16.2% |
| 6M | +18.2% | -35.5% | +53.6% | +19.5% |
| YTD | +37.2% | -10.9% | +48.1% | +36.1% |
| 1Y | +30.4% | +3.4% | +27.0% | +27.5% |
| 3Y | +96.7% | +73.1% | +23.6% | +84.2% |
| 5Y | +67.2% | +87.1% | -20.0% | +51.6% |
| All | +248.1% | +465.5% | -217.4% | +162.3% |
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 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