+853.1%
ET vs UUUU
-91.9%
+945.0%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | 0.0% |
| 7D | +0.4% | +2.8% | -2.4% | +0.2% |
| 30D | +6.9% | +3.4% | +3.5% | +6.4% |
| 3M | +13.1% | -3.9% | +17.0% | +12.8% |
| 6M | +18.7% | -23.2% | +41.9% | +19.6% |
| YTD | +37.4% | +0.6% | +36.9% | +34.0% |
| 1Y | +34.8% | +22.9% | +12.0% | +27.5% |
| 3Y | +96.8% | +98.6% | -1.8% | +72.8% |
| 5Y | +238.2% | +130.2% | +108.0% | +184.4% |
| 10Y | +159.4% | +519.5% | -360.1% | +87.9% |
| All | +853.1% | -91.9% | +945.0% | +548.4% |
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