+20.6%
EXE vs UUUU
+83.7%
-63.1%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.5% |
| 7D | -2.2% | -5.0% | +2.8% | -2.0% |
| 30D | -0.8% | -7.8% | +7.0% | -0.6% |
| 3M | +10.0% | -0.4% | +10.5% | +9.8% |
| 6M | -6.3% | -32.9% | +26.6% | -5.3% |
| YTD | -10.7% | -6.3% | -4.4% | -12.5% |
| 1Y | +2.7% | +7.9% | -5.2% | -2.6% |
| All | +20.6% | +83.7% | -63.1% | +2.0% |
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 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