+545.7%
FICO vs UUUU
+399.3%
+146.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -7.8% | +8.8% | +1.7% |
| 7D | +0.9% | -6.9% | +7.8% | +1.4% |
| 30D | +9.4% | -32.3% | +41.8% | +13.3% |
| 3M | -30.4% | -52.8% | +22.4% | -25.6% |
| 6M | -35.1% | -68.5% | +33.4% | -28.4% |
| YTD | -56.8% | -53.6% | -3.1% | -55.7% |
| 1Y | -58.4% | -59.1% | +0.7% | -56.9% |
| 3Y | -26.7% | -14.7% | -12.0% | -35.4% |
| 5Y | +88.0% | -35.4% | +123.5% | +63.0% |
| 10Y | +545.7% | +378.0% | +167.7% | +258.2% |
| All | +545.7% | +399.3% | +146.5% | +258.2% |
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