+35.3%
EWZ vs UUUU
+4.2%
+31.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -6.3% | +7.6% | +1.9% |
| 7D | +1.1% | -5.0% | +6.1% | +1.6% |
| 30D | +13.5% | -7.8% | +21.3% | +14.2% |
| 3M | +15.2% | -0.4% | +15.7% | +14.6% |
| 6M | +3.7% | -32.9% | +36.6% | +6.4% |
| YTD | +22.5% | -6.3% | +28.8% | +24.6% |
| 1Y | +35.3% | +7.9% | +27.3% | +35.2% |
| All | +35.3% | +4.2% | +31.0% | +35.2% |
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 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