+91.4%
EXPE vs UUUU
+79.1%
+12.2%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.0% | +6.4% | +2.1% |
| 7D | -5.8% | -10.5% | +4.7% | -4.5% |
| 30D | -13.6% | -10.5% | -3.1% | -12.7% |
| 3M | +25.2% | -14.1% | +39.3% | +26.6% |
| 6M | +22.3% | -35.5% | +57.8% | +27.1% |
| YTD | -0.3% | -10.9% | +10.6% | -4.6% |
| 1Y | +27.8% | +3.4% | +24.5% | +16.3% |
| 3Y | +162.4% | +73.1% | +89.3% | +101.1% |
| All | +91.4% | +79.1% | +12.2% | +42.4% |
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