+244.3%
DIA vs UUUU
+495.2%
-250.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | -0.1% |
| 7D | -3.0% | -5.0% | +2.0% | -2.6% |
| 30D | -3.0% | -7.8% | +4.8% | -2.5% |
| 3M | +4.5% | -0.4% | +4.9% | +4.1% |
| 6M | +9.8% | -32.9% | +42.7% | +12.2% |
| YTD | +9.3% | -6.3% | +15.6% | +7.4% |
| 1Y | +16.0% | +7.9% | +8.0% | +10.9% |
| 3Y | +57.7% | +85.2% | -27.5% | +38.2% |
| 5Y | +63.8% | +97.0% | -33.2% | +36.7% |
| All | +244.3% | +495.2% | -250.9% | +122.7% |
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 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