+2,671.6%
EME vs UUUU
-92.0%
+2,763.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -2.4% |
| 7D | +2.7% | +1.8% | +0.9% | +2.6% |
| 30D | -6.8% | +1.8% | -8.6% | -7.1% |
| 3M | -8.8% | +1.3% | -10.1% | -9.1% |
| 6M | +5.0% | -26.8% | +31.8% | +7.0% |
| YTD | +23.5% | +0.1% | +23.4% | +21.8% |
| 1Y | +21.3% | +11.2% | +10.1% | +17.2% |
| 3Y | +241.1% | +97.7% | +143.4% | +206.5% |
| 5Y | +549.2% | +127.3% | +421.8% | +460.5% |
| 10Y | +1,306.4% | +532.6% | +773.8% | +945.8% |
| All | +2,671.6% | -92.0% | +2,763.6% | +2,050.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling