-55.8%
FIG vs UUUU
+27.9%
-83.7%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.2% | -4.4% |
| 7D | -16.3% | -1.4% | -14.9% | -16.3% |
| 30D | -14.3% | +16.3% | -30.6% | -15.0% |
| 3M | +7.2% | -16.7% | +23.8% | +8.7% |
| 6M | -18.6% | -33.7% | +15.0% | -16.5% |
| YTD | -35.5% | -0.5% | -35.0% | -37.8% |
| 1Y | -55.8% | +28.9% | -84.6% | -61.3% |
| All | -55.8% | +27.9% | -83.7% | -61.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling