+92.6%
EWZ vs UUUU
+524.5%
-431.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | -0.1% | +1.8% | -1.9% | -0.3% |
| 30D | +8.2% | +1.8% | +6.4% | +7.7% |
| 3M | +13.3% | +1.3% | +12.1% | +12.3% |
| 6M | +3.6% | -26.8% | +30.4% | +6.4% |
| YTD | +21.0% | +0.1% | +20.9% | +17.3% |
| 1Y | +34.7% | +11.2% | +23.4% | +25.6% |
| 3Y | +48.3% | +97.7% | -49.4% | +19.6% |
| 5Y | +60.1% | +127.3% | -67.3% | +17.1% |
| 10Y | +92.6% | +532.6% | -440.0% | -3.7% |
| All | +92.6% | +524.5% | -431.9% | -3.7% |
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 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