+276.1%
F vs UUUU
-92.0%
+368.1%
-86.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.6% | +1.4% |
| 7D | +5.3% | -1.4% | +6.7% | +5.5% |
| 30D | +4.6% | +16.3% | -11.7% | +3.0% |
| 3M | -3.7% | -16.7% | +13.0% | -2.5% |
| 6M | +16.8% | -33.7% | +50.5% | +20.0% |
| YTD | +15.3% | -0.5% | +15.8% | +12.7% |
| 1Y | +31.0% | +28.9% | +2.2% | +23.0% |
| 3Y | +45.4% | +99.9% | -54.4% | +26.1% |
| 5Y | +54.7% | +135.3% | -80.6% | +28.5% |
| 10Y | +98.2% | +518.4% | -420.2% | +38.9% |
| All | +276.1% | -92.0% | +368.1% | +151.8% |
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 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