+1,315.5%
FERG vs UUUU
+16.4%
+1,299.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.3% |
| 7D | +0.9% | +1.8% | -0.9% | +0.8% |
| 30D | -15.1% | +1.8% | -16.9% | -15.2% |
| 3M | -4.8% | +1.3% | -6.1% | -5.1% |
| 6M | -2.5% | -26.8% | +24.3% | -1.6% |
| YTD | +1.8% | +0.1% | +1.7% | +1.0% |
| 1Y | -0.3% | +11.2% | -11.6% | -2.0% |
| 3Y | +52.9% | +97.7% | -44.8% | +44.8% |
| 5Y | +69.3% | +127.3% | -58.0% | +58.3% |
| 10Y | +352.7% | +532.6% | -179.9% | +308.7% |
| All | +1,315.5% | +16.4% | +1,299.1% | +1,180.6% |
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