+128.5%
EEM vs UUUU
+465.5%
-337.0%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -5.0% | +6.2% | +1.8% |
| 7D | -1.3% | -10.5% | +9.3% | -0.1% |
| 30D | +2.1% | -10.5% | +12.6% | +3.1% |
| 3M | +1.0% | -14.1% | +15.2% | +2.3% |
| 6M | +15.9% | -35.5% | +51.4% | +20.1% |
| YTD | +24.6% | -10.9% | +35.6% | +23.7% |
| 1Y | +32.3% | +3.4% | +28.9% | +27.1% |
| 3Y | +85.9% | +73.1% | +12.8% | +61.9% |
| 5Y | +45.4% | +87.1% | -41.8% | +19.8% |
| All | +128.5% | +465.5% | -337.0% | +44.5% |
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 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