+3,601.2%
FIX vs UUUU
+377.1%
+3,224.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.2% |
| 7D | +16.9% | +1.4% | +15.5% | +16.7% |
| 30D | -30.6% | -27.9% | -2.7% | -26.4% |
| 3M | -35.1% | -53.8% | +18.7% | -26.0% |
| 6M | -44.0% | -68.1% | +24.1% | -32.5% |
| YTD | +21.0% | -54.1% | +75.1% | +35.9% |
| 1Y | +16.2% | -57.8% | +73.9% | +31.7% |
| 3Y | +506.9% | -15.4% | +522.3% | +476.3% |
| 5Y | +1,051.1% | -39.2% | +1,090.3% | +983.1% |
| All | +3,601.2% | +377.1% | +3,224.1% | +2,197.5% |
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 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