+372.3%
EAT vs UUUU
+495.2%
-122.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.3% | +6.0% | +0.7% |
| 7D | -6.2% | -5.0% | -1.2% | -5.5% |
| 30D | -3.0% | -7.8% | +4.8% | -2.1% |
| 3M | +45.6% | -0.4% | +46.1% | +44.3% |
| 6M | +53.5% | -32.9% | +86.4% | +59.9% |
| YTD | +49.6% | -6.3% | +55.8% | +44.6% |
| 1Y | +38.9% | +7.9% | +31.0% | +28.0% |
| 3Y | +589.7% | +85.2% | +504.5% | +443.2% |
| 5Y | +318.7% | +97.0% | +221.7% | +205.6% |
| All | +372.3% | +495.2% | -122.9% | +122.1% |
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