+556.9%
DIA vs UUUU
-92.0%
+648.9%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.7% |
| 7D | -1.2% | +1.8% | -3.1% | -1.3% |
| 30D | -2.7% | +1.8% | -4.5% | -2.9% |
| 3M | +3.3% | +1.3% | +2.0% | +2.9% |
| 6M | +10.4% | -26.8% | +37.2% | +11.5% |
| YTD | +10.0% | +0.1% | +9.9% | +8.6% |
| 1Y | +16.2% | +11.2% | +4.9% | +13.2% |
| 3Y | +58.7% | +97.7% | -38.9% | +46.8% |
| 5Y | +63.6% | +127.3% | -63.8% | +47.1% |
| 10Y | +251.0% | +532.6% | -281.6% | +184.6% |
| All | +556.9% | -92.0% | +648.9% | +438.7% |
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 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