+128.1%
FIX vs UUUU
+17.3%
+110.8%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | +3.5% | +1.8% | +1.7% | +3.1% |
| 30D | -3.5% | +1.8% | -5.3% | -4.3% |
| 3M | -11.8% | +1.3% | -13.0% | -12.9% |
| 6M | +17.8% | -26.8% | +44.6% | +23.0% |
| YTD | +73.3% | +0.1% | +73.2% | +73.4% |
| 1Y | +128.1% | +11.2% | +116.9% | +130.6% |
| All | +128.1% | +17.3% | +110.8% | +130.6% |
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