+542.9%
EME vs UUUU
+88.5%
+454.4%
-36.2%
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% | +0.1% |
| 7D | +0.9% | -5.0% | +6.0% | +1.7% |
| 30D | -8.4% | -7.8% | -0.6% | -7.5% |
| 3M | -3.6% | -0.4% | -3.2% | -4.1% |
| 6M | +3.6% | -32.9% | +36.4% | +7.8% |
| YTD | +22.5% | -6.3% | +28.8% | +20.4% |
| 1Y | +18.2% | +7.9% | +10.3% | +10.7% |
| 3Y | +238.4% | +85.2% | +153.2% | +175.1% |
| All | +542.9% | +88.5% | +454.4% | +401.0% |
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