+85.2%
F vs UUUU
+495.2%
-410.0%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -6.3% | +9.5% | +4.0% |
| 7D | -3.7% | -5.0% | +1.3% | -3.1% |
| 30D | -0.7% | -7.8% | +7.1% | +0.2% |
| 3M | -1.9% | -0.4% | -1.4% | -2.5% |
| 6M | +16.1% | -32.9% | +49.0% | +20.3% |
| YTD | +9.5% | -6.3% | +15.7% | +6.3% |
| 1Y | +27.2% | +7.9% | +19.3% | +18.2% |
| 3Y | +36.3% | +85.2% | -48.9% | +9.8% |
| 5Y | +49.3% | +97.0% | -47.7% | +13.3% |
| All | +85.2% | +495.2% | -410.0% | +2.8% |
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