-80.8%
FIG vs UUUU
+53.1%
-134.0%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.3% | +6.9% | +0.8% |
| 7D | -12.2% | -5.0% | -7.2% | -12.1% |
| 30D | -11.0% | -7.8% | -3.2% | -10.8% |
| 3M | +11.9% | -0.4% | +12.3% | +11.9% |
| 6M | -21.9% | -32.9% | +11.0% | -20.5% |
| YTD | -40.8% | -6.3% | -34.5% | -42.0% |
| 1Y | -56.6% | +7.9% | -64.6% | -58.3% |
| All | -80.8% | +53.1% | -134.0% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling