+282.0%
FITB vs UUUU
+495.2%
-213.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -6.3% | +6.8% | +1.2% |
| 7D | -1.0% | -5.0% | +4.0% | -0.4% |
| 30D | -5.5% | -7.8% | +2.3% | -4.8% |
| 3M | +4.1% | -0.4% | +4.6% | +3.3% |
| 6M | +18.7% | -32.9% | +51.6% | +22.3% |
| YTD | +18.2% | -6.3% | +24.4% | +14.9% |
| 1Y | +23.7% | +7.9% | +15.7% | +16.0% |
| 3Y | +130.8% | +85.2% | +45.6% | +91.3% |
| 5Y | +69.8% | +97.0% | -27.2% | +32.1% |
| All | +282.0% | +495.2% | -213.2% | +111.2% |
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