+67.3%
F vs UUUU
+370.7%
-303.4%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.3% | +1.4% | +0.3% |
| 7D | -3.1% | -1.1% | -2.0% | -3.1% |
| 30D | 0.0% | -21.0% | +21.0% | +2.9% |
| 3M | -13.2% | -54.8% | +41.6% | -4.1% |
| 6M | -10.2% | -67.3% | +57.1% | +2.8% |
| YTD | -4.9% | -54.7% | +49.7% | +1.2% |
| 1Y | -6.1% | -57.4% | +51.3% | +0.4% |
| 3Y | +46.0% | -19.6% | +65.6% | +31.4% |
| 5Y | -15.7% | -40.0% | +24.3% | -25.2% |
| All | +67.3% | +370.7% | -303.4% | -4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling