+2,185.6%
FIX vs UUUU
+118.2%
+2,067.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.0% | +1.3% | +2.2% |
| 7D | +6.1% | +2.8% | +3.2% | +5.5% |
| 30D | -2.7% | +3.4% | -6.1% | -3.6% |
| 3M | -10.9% | -3.9% | -7.1% | -10.8% |
| 6M | +29.0% | -23.2% | +52.2% | +34.0% |
| YTD | +76.9% | +0.6% | +76.3% | +72.8% |
| 1Y | +130.7% | +22.9% | +107.9% | +110.3% |
| 3Y | +790.7% | +98.6% | +692.0% | +591.8% |
| 5Y | +2,185.6% | +130.2% | +2,055.3% | +1,602.2% |
| All | +2,185.6% | +118.2% | +2,067.4% | +1,602.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling