+544.4%
DGX vs UUUU
-92.5%
+636.9%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -6.3% | +4.5% | -1.6% |
| 7D | -3.5% | -5.0% | +1.6% | -3.3% |
| 30D | -2.7% | -7.8% | +5.1% | -2.5% |
| 3M | +13.9% | -0.4% | +14.3% | +13.7% |
| 6M | +16.0% | -32.9% | +48.9% | +17.0% |
| YTD | +34.9% | -6.3% | +41.2% | +33.9% |
| 1Y | +30.6% | +7.9% | +22.6% | +28.2% |
| 3Y | +93.0% | +85.2% | +7.8% | +83.0% |
| 5Y | +64.4% | +97.0% | -32.6% | +52.8% |
| 10Y | +248.1% | +492.6% | -244.5% | +195.9% |
| All | +544.4% | -92.5% | +636.9% | +453.5% |
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 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