+11.2%
EW vs UUUU
+9.0%
+2.3%
-13.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -6.3% | +7.0% | +0.8% |
| 7D | -3.4% | -5.0% | +1.7% | -3.3% |
| 30D | -7.4% | -7.8% | +0.4% | -7.2% |
| 3M | +0.9% | -0.4% | +1.4% | +0.8% |
| 6M | +1.2% | -32.9% | +34.0% | +1.4% |
| YTD | +1.8% | -6.3% | +8.0% | +2.9% |
| All | +11.2% | +9.0% | +2.3% | +15.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling