-35.8%
EFX vs UUUU
+79.1%
-114.9%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-11 to 2026-09-11.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.0% | +5.6% | +0.9% |
| 7D | -4.5% | -10.5% | +6.0% | -3.8% |
| 30D | -6.1% | -10.5% | +4.4% | -5.5% |
| 3M | +6.2% | -14.1% | +20.3% | +6.9% |
| 6M | -11.2% | -35.5% | +24.3% | -9.3% |
| YTD | -21.4% | -10.9% | -10.5% | -23.7% |
| 1Y | -34.3% | +3.4% | -37.7% | -38.7% |
| 3Y | -12.5% | +73.1% | -85.6% | -27.9% |
| All | -35.8% | +79.1% | -114.9% | -49.7% |
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 2021-09-11 to 2026-09-11: 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…
2021-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling