+40.4%
EXC vs UUUU
-40.6%
+81.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.3% | +2.7% | +1.4% |
| 7D | +1.4% | -1.1% | +2.4% | +1.4% |
| 30D | +8.6% | -21.0% | +29.6% | +9.0% |
| 3M | +2.4% | -54.8% | +57.2% | +4.0% |
| 6M | +6.5% | -67.3% | +73.8% | +9.0% |
| YTD | +9.0% | -54.7% | +63.7% | +9.4% |
| 1Y | +4.6% | -57.4% | +62.0% | +5.0% |
| 3Y | +33.5% | -19.6% | +53.1% | +27.9% |
| All | +40.4% | -40.6% | +81.1% | +34.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling