+93.6%
EXC vs UUUU
-92.0%
+185.6%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.1% |
| 7D | +0.3% | -1.4% | +1.6% | +0.3% |
| 30D | -3.7% | +16.3% | -20.0% | -4.4% |
| 3M | -1.3% | -16.7% | +15.4% | -0.9% |
| 6M | -9.7% | -33.7% | +23.9% | -8.8% |
| YTD | +2.9% | -0.5% | +3.4% | +1.6% |
| 1Y | +4.4% | +28.9% | -24.5% | +1.2% |
| 3Y | +22.2% | +99.9% | -77.7% | +14.1% |
| 5Y | +46.7% | +135.3% | -88.6% | +33.2% |
| 10Y | +155.3% | +518.4% | -363.0% | +110.3% |
| All | +93.6% | -92.0% | +185.6% | +57.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling