+11,695.0%
FIX vs UUUU
-96.2%
+11,791.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.8% | +2.2% | +4.8% |
| 7D | +6.4% | -3.5% | +9.9% | +6.9% |
| 30D | -29.1% | -28.3% | -0.8% | -26.8% |
| 3M | -31.1% | -53.1% | +22.0% | -26.3% |
| 6M | -42.8% | -68.6% | +25.7% | -36.8% |
| YTD | +24.6% | -52.3% | +77.0% | +32.3% |
| 1Y | +21.9% | -55.8% | +77.7% | +30.1% |
| 3Y | +524.9% | -12.3% | +537.2% | +511.4% |
| 5Y | +1,092.2% | -36.9% | +1,129.1% | +1,063.4% |
| 10Y | +3,759.0% | +388.0% | +3,371.0% | +3,003.0% |
| All | +11,695.0% | -96.2% | +11,791.2% | +9,514.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling