+43.2%
EEM vs UUUU
+88.5%
-45.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -6.3% | +4.2% | -1.4% |
| 7D | -0.7% | -5.0% | +4.3% | -0.1% |
| 30D | +2.4% | -7.8% | +10.2% | +3.2% |
| 3M | +4.2% | -0.4% | +4.6% | +3.8% |
| 6M | +14.8% | -32.9% | +47.7% | +18.4% |
| YTD | +23.1% | -6.3% | +29.4% | +21.7% |
| 1Y | +32.5% | +7.9% | +24.6% | +26.7% |
| 3Y | +85.9% | +85.2% | +0.7% | +59.6% |
| All | +43.2% | +88.5% | -45.3% | +17.4% |
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