+944.1%
DLR vs UUUU
-91.9%
+1,036.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.5% |
| 7D | +3.4% | +2.8% | +0.6% | +3.3% |
| 30D | -2.2% | +3.4% | -5.6% | -2.4% |
| 3M | +4.7% | -3.9% | +8.6% | +4.6% |
| 6M | +9.0% | -23.2% | +32.2% | +9.8% |
| YTD | +24.1% | +0.6% | +23.6% | +22.6% |
| 1Y | +20.9% | +22.9% | -1.9% | +17.5% |
| 3Y | +60.0% | +98.6% | -38.6% | +49.1% |
| 5Y | +35.3% | +130.2% | -94.9% | +23.1% |
| 10Y | +165.8% | +519.5% | -353.7% | +120.2% |
| All | +944.1% | -91.9% | +1,036.0% | +749.5% |
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