+93.5%
DGX vs UUUU
+83.7%
+9.8%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.5% | -1.9% |
| 7D | -3.5% | -5.0% | +1.6% | -3.5% |
| 30D | -2.7% | -7.8% | +5.1% | -2.8% |
| 3M | +13.9% | -0.4% | +14.3% | +14.0% |
| 6M | +16.0% | -32.9% | +48.9% | +15.8% |
| YTD | +34.9% | -6.3% | +41.2% | +35.2% |
| 1Y | +30.6% | +7.9% | +22.6% | +31.3% |
| All | +93.5% | +83.7% | +9.8% | +95.5% |
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