-35.8%
DOW vs UUUU
+88.5%
-124.3%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.3% | +7.1% | +1.3% |
| 7D | -2.4% | -5.0% | +2.6% | -2.0% |
| 30D | -4.1% | -7.8% | +3.7% | -3.7% |
| 3M | -12.4% | -0.4% | -12.0% | -12.9% |
| 6M | -10.6% | -32.9% | +22.3% | -8.9% |
| YTD | +31.1% | -6.3% | +37.3% | +27.8% |
| 1Y | +30.5% | +7.9% | +22.6% | +22.3% |
| 3Y | -34.4% | +85.2% | -119.6% | -45.8% |
| All | -35.8% | +88.5% | -124.3% | -49.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling