+65.5%
EWZ vs UUUU
+378.0%
-312.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -7.8% | +6.4% | -0.3% |
| 7D | +1.3% | -6.9% | +8.2% | +2.2% |
| 30D | -26.2% | -32.3% | +6.2% | -22.2% |
| 3M | -8.6% | -52.8% | +44.2% | +1.0% |
| 6M | -17.0% | -68.5% | +51.4% | -3.7% |
| YTD | +2.2% | -53.6% | +55.8% | +10.0% |
| 1Y | +2.7% | -59.1% | +61.8% | +11.9% |
| 3Y | +18.2% | -14.7% | +32.9% | +6.7% |
| 5Y | +56.0% | -35.4% | +91.5% | +38.2% |
| All | +65.5% | +378.0% | -312.5% | -12.2% |
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