+179.3%
EXE vs UUUU
+157.4%
+21.9%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.8% | +0.2% |
| 7D | -1.8% | +2.8% | -4.6% | -2.1% |
| 30D | +6.4% | +3.4% | +3.0% | +5.7% |
| 3M | +9.2% | -3.9% | +13.1% | +8.9% |
| 6M | -7.0% | -23.2% | +16.2% | -5.8% |
| YTD | -9.5% | +0.6% | -10.0% | -14.1% |
| 1Y | +6.2% | +22.9% | -16.6% | -5.9% |
| 3Y | +20.7% | +98.6% | -77.9% | -9.4% |
| 5Y | +103.6% | +130.2% | -26.6% | +40.3% |
| All | +179.3% | +157.4% | +21.9% | +85.1% |
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