+66.5%
EWZ vs UUUU
+370.7%
-304.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.6% |
| 7D | +0.8% | -1.1% | +1.8% | +0.8% |
| 30D | -24.4% | -21.0% | -3.4% | -22.0% |
| 3M | -4.6% | -54.8% | +50.2% | +6.2% |
| 6M | -11.6% | -67.3% | +55.8% | +2.1% |
| YTD | +2.4% | -54.7% | +57.1% | +10.5% |
| 1Y | +2.1% | -57.4% | +59.5% | +10.6% |
| 3Y | +18.7% | -19.6% | +38.3% | +8.2% |
| 5Y | +54.2% | -40.0% | +94.2% | +38.2% |
| All | +66.5% | +370.7% | -304.2% | -11.0% |
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