+131.2%
FITB vs UUUU
+74.5%
+56.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -5.0% | +5.5% | +0.8% |
| 7D | -0.3% | -10.5% | +10.2% | +0.2% |
| 30D | -5.7% | -10.5% | +4.8% | -5.3% |
| 3M | +3.2% | -14.1% | +17.3% | +3.6% |
| 6M | +23.4% | -35.5% | +58.9% | +25.3% |
| YTD | +18.8% | -10.9% | +29.7% | +17.6% |
| 1Y | +25.0% | +3.4% | +21.6% | +22.5% |
| 3Y | +131.2% | +73.1% | +58.1% | +112.4% |
| All | +131.2% | +74.5% | +56.7% | +112.4% |
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