+14.9%
DIA vs UUUU
-55.1%
+70.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.8% | +3.9% | +3.2% |
| 7D | +1.6% | -14.4% | +16.0% | +2.5% |
| 30D | +4.1% | -33.6% | +37.8% | +6.5% |
| 3M | -1.0% | -44.2% | +43.1% | +2.0% |
| 6M | +9.7% | -66.8% | +76.4% | +15.5% |
| YTD | +12.2% | -50.6% | +62.8% | +14.7% |
| 1Y | +14.9% | -57.8% | +72.7% | +18.3% |
| All | +14.9% | -55.1% | +70.0% | +18.3% |
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 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