+157.2%
EXC vs UUUU
+495.2%
-338.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -6.3% | +5.6% | -0.4% |
| 7D | -1.6% | -5.0% | +3.4% | -1.4% |
| 30D | -2.4% | -7.8% | +5.4% | -2.1% |
| 3M | -4.0% | -0.4% | -3.5% | -4.3% |
| 6M | -9.8% | -32.9% | +23.1% | -8.6% |
| YTD | +2.3% | -6.3% | +8.6% | +0.6% |
| 1Y | +3.8% | +7.9% | -4.1% | +0.2% |
| 3Y | +19.7% | +85.2% | -65.4% | +8.1% |
| 5Y | +45.6% | +97.0% | -51.4% | +25.9% |
| All | +157.2% | +495.2% | -338.0% | +73.6% |
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