-7.8%
DT vs UUUU
-61.1%
+53.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -8.2% | +1.6% | -6.3% |
| 7D | -28.3% | -19.9% | -8.4% | -27.9% |
| 30D | -28.4% | -41.5% | +13.1% | -27.6% |
| 3M | -14.1% | -47.0% | +32.9% | -13.1% |
| 6M | +13.2% | -68.7% | +81.8% | +15.6% |
| YTD | +0.8% | -54.7% | +55.5% | +1.0% |
| 1Y | -7.8% | -59.3% | +51.6% | -7.0% |
| All | -7.8% | -61.1% | +53.3% | -7.0% |
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