+68.3%
DGX vs UUUU
+79.1%
-10.8%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.0% | +6.7% | +1.8% |
| 7D | -0.9% | -10.5% | +9.6% | -0.7% |
| 30D | -1.2% | -10.5% | +9.3% | -1.0% |
| 3M | +15.8% | -14.1% | +29.9% | +16.0% |
| 6M | +18.2% | -35.5% | +53.6% | +18.8% |
| YTD | +37.2% | -10.9% | +48.1% | +36.5% |
| 1Y | +30.4% | +3.4% | +27.0% | +28.6% |
| 3Y | +96.7% | +73.1% | +23.6% | +88.6% |
| All | +68.3% | +79.1% | -10.8% | +57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling