+94.9%
FFIV vs UUUU
-17.1%
+112.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.3% | -2.5% |
| 7D | -0.5% | -1.1% | +0.5% | -0.5% |
| 30D | -32.4% | -21.0% | -11.4% | -31.0% |
| 3M | -25.7% | -54.8% | +29.1% | -20.5% |
| 6M | -13.5% | -67.3% | +53.8% | -5.4% |
| YTD | +21.1% | -54.7% | +75.8% | +26.3% |
| 1Y | +29.4% | -57.4% | +86.8% | +35.2% |
| 3Y | +94.9% | -19.6% | +114.5% | +76.4% |
| All | +94.9% | -17.1% | +112.0% | +76.4% |
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