+51.2%
EFA vs UUUU
+88.5%
-37.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.3% | +5.5% | -0.3% |
| 7D | -2.4% | -5.0% | +2.7% | -1.9% |
| 30D | -2.2% | -7.8% | +5.5% | -1.7% |
| 3M | +5.7% | -0.4% | +6.1% | +5.2% |
| 6M | +8.2% | -32.9% | +41.1% | +10.8% |
| YTD | +11.8% | -6.3% | +18.0% | +9.9% |
| 1Y | +18.3% | +7.9% | +10.4% | +12.7% |
| 3Y | +64.9% | +85.2% | -20.3% | +41.7% |
| All | +51.2% | +88.5% | -37.3% | +23.8% |
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