+50.4%
EWZ vs UUUU
+99.2%
-48.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.0% | +0.9% | +1.9% |
| 7D | +5.6% | +2.8% | +2.8% | +5.3% |
| 30D | +9.3% | +3.4% | +5.9% | +8.8% |
| 3M | +15.7% | -3.9% | +19.6% | +15.5% |
| 6M | +7.4% | -23.2% | +30.6% | +8.7% |
| YTD | +22.7% | +0.6% | +22.1% | +21.7% |
| 1Y | +36.4% | +22.9% | +13.5% | +31.3% |
| 3Y | +50.4% | +98.6% | -48.2% | +35.2% |
| All | +50.4% | +99.2% | -48.8% | +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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling