+890.0%
FN vs UUUU
+519.5%
+370.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.0% | +1.2% | +2.0% |
| 7D | +3.5% | +2.8% | +0.7% | +3.0% |
| 30D | -26.0% | +3.4% | -29.4% | -26.5% |
| 3M | -33.3% | -3.9% | -29.4% | -32.9% |
| 6M | -14.9% | -23.2% | +8.2% | -11.5% |
| YTD | -8.6% | +0.6% | -9.1% | -10.7% |
| 1Y | +12.3% | +22.9% | -10.5% | +3.5% |
| 3Y | +174.4% | +98.6% | +75.8% | +124.2% |
| 5Y | +296.4% | +130.2% | +166.2% | +202.1% |
| 10Y | +890.0% | +519.5% | +370.5% | +482.7% |
| All | +890.0% | +519.5% | +370.5% | +482.7% |
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