+173.8%
ET vs UUUU
+465.5%
-291.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -5.0% | +4.2% | -0.2% |
| 7D | +0.2% | -10.5% | +10.7% | +1.6% |
| 30D | +2.9% | -10.5% | +13.4% | +4.0% |
| 3M | +16.8% | -14.1% | +30.9% | +18.1% |
| 6M | +18.9% | -35.5% | +54.3% | +23.0% |
| YTD | +37.7% | -10.9% | +48.6% | +33.7% |
| 1Y | +32.4% | +3.4% | +29.1% | +22.7% |
| 3Y | +99.5% | +73.1% | +26.4% | +60.6% |
| 5Y | +244.0% | +87.1% | +156.8% | +155.9% |
| All | +173.8% | +465.5% | -291.7% | +39.3% |
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 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