+50.0%
EXPE vs UUUU
-55.1%
+105.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | -0.8% | +11.4% | +10.5% |
| 7D | +14.6% | -14.4% | +29.1% | +14.4% |
| 30D | +21.4% | -33.6% | +55.1% | +20.9% |
| 3M | +1.4% | -44.2% | +45.5% | +0.8% |
| 6M | +28.6% | -66.8% | +95.4% | +27.5% |
| YTD | +12.1% | -50.6% | +62.8% | +5.9% |
| 1Y | +50.0% | -57.8% | +107.8% | +46.2% |
| All | +50.0% | -55.1% | +105.1% | +46.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling