+142.8%
EFA vs UUUU
+465.5%
-322.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.0% | +6.0% | +1.4% |
| 7D | -1.5% | -10.5% | +9.0% | -0.6% |
| 30D | -1.7% | -10.5% | +8.8% | -0.8% |
| 3M | +3.5% | -14.1% | +17.6% | +4.4% |
| 6M | +9.5% | -35.5% | +44.9% | +12.5% |
| YTD | +12.9% | -10.9% | +23.8% | +11.6% |
| 1Y | +18.2% | +3.4% | +14.8% | +13.6% |
| 3Y | +64.8% | +73.1% | -8.3% | +45.3% |
| 5Y | +53.9% | +87.1% | -33.2% | +29.6% |
| All | +142.8% | +465.5% | -322.7% | +63.6% |
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