+84.2%
FCX vs UUUU
+74.5%
+9.7%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -5.0% | +4.8% | +1.0% |
| 7D | -2.3% | -10.5% | +8.2% | +0.3% |
| 30D | +2.7% | -10.5% | +13.2% | +5.2% |
| 3M | +7.4% | -14.1% | +21.5% | +10.5% |
| 6M | +16.0% | -35.5% | +51.5% | +25.9% |
| YTD | +40.9% | -10.9% | +51.9% | +42.8% |
| 1Y | +56.4% | +3.4% | +53.1% | +48.8% |
| 3Y | +84.2% | +73.1% | +11.1% | +38.4% |
| All | +84.2% | +74.5% | +9.7% | +38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling