+55.2%
EWT vs UUUU
-55.1%
+110.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.1% |
| 7D | -10.9% | -14.4% | +3.5% | -8.2% |
| 30D | -17.7% | -33.6% | +15.9% | -11.4% |
| 3M | -5.0% | -44.2% | +39.1% | +5.1% |
| 6M | +7.4% | -66.8% | +74.2% | +26.9% |
| YTD | +52.8% | -50.6% | +103.4% | +70.8% |
| 1Y | +55.2% | -57.8% | +113.0% | +75.7% |
| All | +55.2% | -55.1% | +110.3% | +75.7% |
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