+105.0%
ED vs UUUU
+495.2%
-390.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.6% |
| 7D | -1.9% | -5.0% | +3.2% | -1.8% |
| 30D | +0.1% | -7.8% | +7.9% | +0.2% |
| 3M | 0.0% | -0.4% | +0.4% | -0.1% |
| 6M | -2.5% | -32.9% | +30.4% | -2.1% |
| YTD | +10.1% | -6.3% | +16.4% | +9.5% |
| 1Y | +13.6% | +7.9% | +5.7% | +12.2% |
| 3Y | +32.4% | +85.2% | -52.7% | +27.9% |
| 5Y | +69.9% | +97.0% | -27.1% | +61.2% |
| All | +105.0% | +495.2% | -390.2% | +73.9% |
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