+794.1%
FN vs UUUU
+399.3%
+394.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -7.8% | +3.0% | -3.3% |
| 7D | -4.1% | -6.9% | +2.8% | -2.5% |
| 30D | -28.3% | -32.3% | +4.0% | -22.5% |
| 3M | -33.9% | -52.8% | +19.0% | -23.9% |
| 6M | -43.9% | -68.5% | +24.6% | -30.9% |
| YTD | -23.4% | -53.6% | +30.2% | -13.5% |
| 1Y | -25.4% | -59.1% | +33.7% | -14.1% |
| 3Y | +107.9% | -14.7% | +122.6% | +97.9% |
| 5Y | +195.1% | -35.4% | +230.5% | +176.6% |
| 10Y | +794.1% | +378.0% | +416.1% | +507.0% |
| All | +794.1% | +399.3% | +394.8% | +507.0% |
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