+14.4%
FIX vs UUUU
-55.1%
+69.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.1% | -0.8% | -14.3% | -14.8% |
| 7D | -18.9% | -14.4% | -4.5% | -14.3% |
| 30D | -36.3% | -33.6% | -2.7% | -26.8% |
| 3M | -38.5% | -44.2% | +5.7% | -26.3% |
| 6M | -42.3% | -66.8% | +24.5% | -19.6% |
| YTD | +17.1% | -50.6% | +67.7% | +34.5% |
| 1Y | +14.4% | -57.8% | +72.2% | +36.5% |
| All | +14.4% | -55.1% | +69.5% | +36.5% |
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