+1,344.7%
EME vs UUUU
+465.5%
+879.2%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -5.0% | +9.3% | +4.9% |
| 7D | +3.5% | -10.5% | +14.0% | +4.9% |
| 30D | -6.3% | -10.5% | +4.2% | -5.3% |
| 3M | -3.8% | -14.1% | +10.4% | -2.4% |
| 6M | +8.5% | -35.5% | +44.0% | +13.0% |
| YTD | +27.8% | -10.9% | +38.7% | +26.8% |
| 1Y | +22.2% | +3.4% | +18.9% | +16.7% |
| 3Y | +253.5% | +73.1% | +180.3% | +203.2% |
| 5Y | +578.6% | +87.1% | +491.5% | +451.2% |
| All | +1,344.7% | +465.5% | +879.2% | +801.6% |
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