+122.9%
FIX vs UUUU
+27.9%
+95.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | +6.0% | -1.4% | +7.4% | +6.4% |
| 30D | -7.2% | +16.3% | -23.6% | -11.2% |
| 3M | -15.9% | -16.7% | +0.8% | -13.6% |
| 6M | +12.7% | -33.7% | +46.4% | +19.4% |
| YTD | +72.8% | -0.5% | +73.3% | +73.6% |
| 1Y | +122.9% | +28.9% | +94.0% | +131.3% |
| All | +122.9% | +27.9% | +95.0% | +131.3% |
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