+80.0%
ES vs UUUU
+495.2%
-415.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -6.3% | +4.3% | -1.9% |
| 7D | -3.5% | -5.0% | +1.5% | -3.3% |
| 30D | -3.0% | -7.8% | +4.8% | -2.8% |
| 3M | -0.3% | -0.4% | +0.2% | -0.4% |
| 6M | -5.2% | -32.9% | +27.7% | -4.5% |
| YTD | +4.8% | -6.3% | +11.0% | +4.1% |
| 1Y | +12.7% | +7.9% | +4.8% | +10.8% |
| 3Y | +27.5% | +85.2% | -57.7% | +21.3% |
| 5Y | -4.7% | +97.0% | -101.7% | -11.2% |
| All | +80.0% | +495.2% | -415.2% | +44.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling