+172.2%
EEM vs UUUU
-92.0%
+264.2%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +2.0% | +1.8% | +0.2% | +1.8% |
| 30D | +5.1% | +1.8% | +3.3% | +4.8% |
| 3M | +4.6% | +1.3% | +3.3% | +4.2% |
| 6M | +17.8% | -26.8% | +44.5% | +19.9% |
| YTD | +25.8% | +0.1% | +25.8% | +24.0% |
| 1Y | +36.4% | +11.2% | +25.2% | +31.7% |
| 3Y | +90.0% | +97.7% | -7.7% | +70.0% |
| 5Y | +46.6% | +127.3% | -80.8% | +25.6% |
| 10Y | +132.3% | +532.6% | -400.4% | +69.3% |
| All | +172.2% | -92.0% | +264.2% | +109.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling